# COMMERCE STREET INVESTMENT ADVISOR, LLC

COMMERCE STREET INVESTMENT ADVISOR, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 144278
- Type: SEC-registered investment adviser
- SEC file number: 801-68792
- Location: 1445 ROSS AVENUE, SUITE 2700, DALLAS, TX, 75202
- Phone: 214-545-6800
- Latest filing: 2026-03-31
- Regulatory AUM: $891.3M
- Discretionary AUM: $300.6M
- Non-discretionary AUM: $590.7M
- Clients: 14
- Accounts: 64

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Dory Alan Wiley | MEMBER; PRESIDENT AND MANAGING PARTNER | — |
| Bobby Lee Hashaway | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | — |
| William Dudley Gross | CHAIRMAN; MEMBER | — |
| Bertrand Kiver Maimo | CHIEF FINANCIAL OFFICER | — |
| PLUMER KURTIS STEPHEN | MANAGING DIRECTOR | — |
| GROSS WILLIAM DUDLEY | CHAIRMAN; MEMBER | — |
| MANNES JOSEPH REID | CHIEF OPERATING OFFICER | — |
| PFEIFER ROBERT DEAN | CHIEF COMPLIANCE OFFICER | — |
| GARCIA MARGARET TAYLOR | CFO | — |
| BILLINGS ELLEN VIVIAN | CONTROLLER | — |
| BROOKS CARLA JO | MANAGING DIRECTOR; MANAGING DIRECTOR, HEAD OF PRIVATE EQUITY | — |
| ENGEMOEN JAMES TODD | ANALYST | — |
| KIRCHWEY GEORGE ALLEN | MANAGING DIRECTOR; VICE PRESIDENT | — |
| WILEY DORY ALAN | MEMBER; PRESIDENT; PRESIDENT AND MANAGING PARTNER (+1 more) | — |
| GARDNER JAMES BARRINGTON | MEMBER | — |
| BILLINGS SCOTT KEVIN | CHIEF OPERATING OFFICER; COO, CFO | — |
| HICKEY SUZANNE | CHIEF COMPLIANCE OFFICER | — |
| HICKEY SUZANNE NMN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| SCHIRLE TINA HAHN | CFO | — |
| BOYCE BOBBY DON | CHIEF COMPLIANCE OFFICER | — |
| HASHAWAY BOBBY LEE | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CHIEF COMPLIANCE OFFICER | — |
| MAIMO BERTRAND | INERIM CFO; INTERIM CFO | — |
| MAIMO BERTRAND KIVER | CHIEF FINANCIAL OFFICER; INERIM CFO; INTERIM CFO | — |
| HAMNER JOHN CADE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144278/similar
- Related entities: https://search.stillhousedata.com/firm/144278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144278

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.