Insights

Target Market Focus Commonwealth Capital Management specializes in serving business owners, physicians, non-profits, and high-net-worth individuals, indicating an opportunity to tailor financial solutions that address the unique needs of professional and non-profit sectors.

Technology Adoption The company's adoption of advanced digital tools such as Smartlook, Cloudflare Bot Management, and WebsiteBuilder suggests openness to leveraging technology for enhanced client engagement and operational efficiency, which could be targeted with innovative fintech solutions.

Revenue Range With annual revenues between $10 million and $25 million, CCM presents a mid-sized client profile suitable for proposing scalable financial products, investment advisory services, and growth-focused financial planning.

Competitive Positioning Operating within a highly competitive industry featuring major players like BlackRock and PIMCO, CCM may benefit from targeted outreach emphasizing personalized, comprehensive wealth management services to distinguish itself from larger firms.

Location and Accessibility Relocated to Louisville, Kentucky, CCM's regional presence offers an opportunity to develop localized marketing strategies and partnerships within the Kentucky financial services market to attract new clients interested in personalized financial advice.

Similar companies to Commonwealth Capital Management (CCM)

Commonwealth Capital Management (CCM) Tech Stack

Commonwealth Capital Management (CCM) uses 8 technology products and services including Smartlook, cdnjs, RSS, and more. Explore Commonwealth Capital Management (CCM)'s tech stack below.

Smartlook
Analytics
cdnjs
Content Delivery Network
RSS
Content Management System
LottieFiles
Design
WebsiteBuilder
Page Builders
Priority Hints
Performance
Cloudflare Bot Management
Security
AddThis
Widgets

Media & News

Commonwealth Capital Management (CCM)'s Email Address Formats

Commonwealth Capital Management (CCM) uses at least 1 format(s):

Commonwealth Capital Management (CCM) Email Formats	Example	Percentage
First@ccmresource.com	John@ccmresource.com	32%
FLast@ccmresource.com	JDoe@ccmresource.com	18%
First@ccmresource.com	John@ccmresource.com	32%
FLast@ccmresource.com	JDoe@ccmresource.com	18%

Frequently Asked Questions

Where is Commonwealth Capital Management (CCM)'s headquarters located?

Commonwealth Capital Management (CCM)'s main headquarters is located at 10503 Timberwood Circle, Suite 205. The company has employees across 2 continents, including North AmericaEurope.

What is Commonwealth Capital Management (CCM)'s phone number?

You can contact Commonwealth Capital Management (CCM)'s main corporate office by phone at

+1-303-534-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Commonwealth Capital Management (CCM)'s official website and social media links?

Commonwealth Capital Management (CCM)'s official website is ccmresource.com and has social profiles on LinkedIn.

What is Commonwealth Capital Management (CCM)'s NAICS code?

Commonwealth Capital Management (CCM)'s NAICS code is 52 - Finance and Insurance.

How many employees does Commonwealth Capital Management (CCM) have currently?

As of December 2025, Commonwealth Capital Management (CCM) has approximately 16 employees across 2 continents, including North AmericaEurope. Key team members include President, Founder: S. R.Managing Partner, Co Founder: P. T. G.Branch Manager: A. W.. Explore Commonwealth Capital Management (CCM)'s employee directory with LeadIQ.

What industry does Commonwealth Capital Management (CCM) belong to?

Commonwealth Capital Management (CCM) operates in the Financial Services industry.

What technology does Commonwealth Capital Management (CCM) use?

Commonwealth Capital Management (CCM)'s tech stack includes SmartlookcdnjsRSSLottieFilesWebsiteBuilderPriority HintsCloudflare Bot ManagementAddThis.

What is Commonwealth Capital Management (CCM)'s email format?

Commonwealth Capital Management (CCM)'s email format typically follows the pattern of First@ccmresource.com. Find more Commonwealth Capital Management (CCM) email formats with LeadIQ.

When was Commonwealth Capital Management (CCM) founded?

Commonwealth Capital Management (CCM) was founded in 1994.

Commonwealth Capital Management (CCM)

Financial ServicesKentucky, United States11-50 Employees

Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians, non-profits, and individuals. We always put our clients’ goals and needs first. 

Stop by, or make a call to setup an appointment today!

As of May 30th, 2023, we have moved to a new location:
10503 Timberwood Circle, Suite 205, Louisville, KY 40223
(502) 420-9912

Registered representatives and investment advisor representatives offering securities and Investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer and a registered investment advisor. Cetera is under separate ownership from any other named entity.