# The Commonwealth Group LLC

> The Commonwealth Group LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 326793
- Filed as: THE COMMONWEALTH GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326793
- AdvisorCensus page: https://advisorcensus.com/firm/the-commonwealth-group-llc-326793

## Quick answers

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

**Is The Commonwealth Group LLC registered with the SEC or a state?**
The Commonwealth Group LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326793.

**How much does The Commonwealth Group LLC manage?**
The Commonwealth Group LLC reports $8,580,906 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**What types of clients does The Commonwealth Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does The Commonwealth 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/326793

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,580,906
- Discretionary: $8,580,906
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $5,633,738 |
| High net worth individuals | Fewer than 5 | $2,637,911 |
| Corporations or other businesses not listed above | Fewer than 5 | $309,257 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- commonwealthgp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Commonwealth Group LLC (CRD 326793): Form ADV filing data as of October 2026.