# Commonwealth Asset Management Group LLC

> Commonwealth Asset Management Group LLC is a state-registered investment advisory firm in Fairfax, VA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 158514
- Filed as: COMMONWEALTH ASSET MANAGEMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fairfax, VA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158514
- AdvisorCensus page: https://advisorcensus.com/firm/commonwealth-asset-management-group-llc-fairfax-va-158514

## Quick answers

**How is Commonwealth Asset Management Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Commonwealth Asset Management Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Commonwealth Asset Management Group LLC located?**
Commonwealth Asset Management Group LLC's principal office is in Fairfax, VA, according to its Form ADV.

**Is Commonwealth Asset Management Group LLC registered with the SEC or a state?**
Commonwealth Asset Management Group LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158514.

**How much does Commonwealth Asset Management Group LLC manage?**
Commonwealth Asset Management Group LLC reports $18,303,555 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Commonwealth Asset Management Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (7).

**Does Commonwealth Asset Management Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158514

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,303,555
- Discretionary: $18,303,555
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $13,003,555 |
| High net worth individuals | 7 | $5,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- commonwealthamg.com
- LinkedIn @commonwealthamg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Commonwealth Asset Management Group LLC (CRD 158514): Form ADV filing data as of October 2026.