Luther
Meythaler

Commerce Street Investment Management

CRD#859160
Investment Advisor
in Dallas, TX

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About this Advisor

Luther Meythaler is a financial advisor based out of Dallas, Texas with a total of 3 years of industry experience. Meythaler is currently employed by Commerce Street Investment Management. Throughout their career, Meythaler has worked at Mercer Investments LLC, Mmc Securities Corp, Mgi Funds Distributors, LLC, Commerce Street Capital, LLC and Commerce Street Investment Management. Meythaler holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Commerce Street Investment Management is a registered investment company operating out of Dallas, TX. It has $535 million in assets under management between its 65 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 65 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically are based on which service is provided. However, fee types charged by Commerce Street Investment Management likely include some combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1445 Ross Avenue, Suite 2700
Dallas, TX 75202

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Commerce Street Investment Management Brokerage Details

Total Assets Under Management

$535,442,153

TX Average: $3,042,739,679
Total Number of Employees

13

TX Average: 49
Total Number of Accounts

65

TX Average: 2,315
Average Account Size

$8,237,572

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Luther Meythaler Work History

Luther has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Commerce Street Capital, LLC

2020 - Present (4 years)

Commerce Street Investment Management

2020 - 2020 (< 1 year)

Mgi Funds Distributors, LLC

2020 - 2020 (< 1 year)

Mgi Funds Distributors, LLC

2011 - 2020 (9 years)

Mercer Investments LLC

2011 - 2019 (8 years)

Mmc Securities Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luther Meythaler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commerce Street Investment Management

Theresa Stevens
Dallas, TX
Richard Chafey
Dallas, TX
Amy Martinez
Dallas, TX
Benjamin Deweese
Dallas, TX
Luther Meythaler
Dallas, TX
Matthew Denbleyker
Dallas, TX
Alexander Brown
Dallas, TX
Tanner Borger
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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