AdFi
CS

Commerce Street Investment Management

SEC Registered
Assets Under Management
$500M–$1B
Office Locations
1 office
Total Accounts
64

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporationsOther

Services

Private funds / alternatives
Private Equity

Leadership

Dory Alan Wiley
PRESIDENT AND MANAGING PARTNER
Llc Commerce Street Holdings
MEMBER
Dory Alan Wiley
MEMBER
Tina Hahn Schirle
CFO
Bobby Lee Hashaway
EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING
William Dudley Gross
MEMBER
William Dudley Gross
CHAIRMAN
Bobby Don Boyce
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
TX
DallasHQ

Advisors at this firm

13 advisors in the directory

Regulatory & compliance

CRD number
#144278
SEC Number
801-68792
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee / Performance-based / Other

Data as of September 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Commerce Street Investment Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Commerce Street Investment Management in Dallas, TX