Insights

Client-Centric Approach Commonwealth Capital Management emphasizes personalized, comprehensive wealth management services tailored to business owners, physicians, non-profits, and individuals, indicating a focus on high-net-worth clients seeking tailored financial solutions.

Financial Stability With a revenue range of 10 to 25 million dollars and over a decade of operation since 1994, CCM demonstrates steady financial performance and stability, making it a reliable partner for financial service collaborations.

Digital Engagement Utilizing advanced tools like Smartlook, Cloudflare Bot Management, and WebsiteBuilder, CCM shows a commitment to digital presence and client engagement, providing opportunities for technology-driven service enhancements and lead generation.

Market Positioning Positioned alongside large investment management firms with similar revenue scales, CCM offers a niche within a competitive landscape, targeting affluent clients and offering personalized solutions, ideal for partnership or referral strategies.

Growth Potential Operating with a relatively small team of 11-50 employees, CCM has room for scalable expansion in client services or technology integration, providing opportunities for tailored sales approaches and targeted marketing efforts.

Commonwealth Capital Management (CCM) Tech Stack

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

Hotjar

Analytics

cdnjs

Content Delivery Network

Cloudflare

Content Management System

Wix

Content Management System

Wow

Marketing Analytics

Convertri

Page Builders

WebsiteBuilder

Page Builders

AddThis

Widgets

Commonwealth Capital Management (CCM) Email Formats	Example	Percentage
First@ccmresource.com	John@ccmresource.com	65%
FLast@ccmresource.com	JDoe@ccmresource.com	35%

Commonwealth Capital Management (CCM) Email Formats

Example

Percentage

First@ccmresource.com

John@ccmresource.com

65%

FLast@ccmresource.com

JDoe@ccmresource.com

35%

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 Louisville, Kentucky 40223 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

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 May 2026, Commonwealth Capital Management (CCM) has approximately 18 employees across 3 continents, including North AmericaAsiaEurope. 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 HotjarcdnjsCloudflareWixWowConvertriWebsiteBuilderAddThis.

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)

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

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

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!

10503 Timberwood Circle, Suite 205, Louisville, KY 40223
(502) 420-9912

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Insights

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