What departments does Commonwealth Capital Management (CCM) have?

Commonwealth Capital Management (CCM) has employees across 3 departments including Banking, Finance, Legal.

What is the largest department at Commonwealth Capital Management (CCM)?

The largest department at Commonwealth Capital Management (CCM) is Banking with 2 employees.

Where are Commonwealth Capital Management (CCM) employees located globally?

Commonwealth Capital Management (CCM) has employees across 3 continents and 3 countries including Uzbekistan, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Commonwealth Capital Management (CCM)'s team size changed over time?

Commonwealth Capital Management (CCM)'s team has remained stable from approximately 18 to 18 employees based on available data.

Commonwealth Capital Management (CCM) Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Commonwealth Capital Management is a financial services firm based in Louisville, Kentucky, that focuses on wealth management for business owners, physicians, non-profits, and individuals. Founded in 1994, the practice emphasizes a personalized, comprehensive, and objective approach to financial planning. It seeks to align advice and actions with each client's goals and needs.

A small to mid-sized team supports its operations. Securities are offered through Cetera Wealth Services LLC (FINRA/SIPC) and advisory services are provided through Cetera Investment Advisers LLC; both entities operate separately from CCM.

Commonwealth Capital Management (CCM) Global Highlights

North America
32

United States Of America
32

Asia
1

Uzbekistan
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Commonwealth Capital Management (CCM)'s Leadership

A. W.
Branch Manager
Mobile Phone
Email
J. W.
Principal
Mobile Phone
Email
L. A. Y.
Financial Advisor/Financial Planner
Mobile Phone
Email
C. K.
Operations Assistant
Mobile Phone
Email
D. W.
Associate
Mobile Phone
Email
H. R.
Operations Specialist
Mobile Phone
Email
J. B.
Estate Planning Attorney
Mobile Phone
Email
M. W.
Financial Advisor Steven Blair
Mobile Phone
Email

Commonwealth Capital Management (CCM) Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Commonwealth Capital Management (CCM)

Name

Title

Contact

Location

Last Update

A. W.
Branch Manager
Mobile Phone
Email
Jun 08, 2026
J. W.
Principal
Mobile Phone
Email
Oct 23, 2024
L. A. Y.
Financial Advisor/Financial Planner
Mobile Phone
Email
Jun 25, 2026
C. K.
Operations Assistant
Mobile Phone
Email
Oct 22, 2024
D. W.
Associate
Mobile Phone
Email
Oct 21, 2024
H. R.
Operations Specialist
Mobile Phone
Email
Jun 08, 2026
J. B.
Estate Planning Attorney
Mobile Phone
Email
Oct 16, 2024
M. W.
Financial Advisor Steven Blair
Mobile Phone
Email
Jun 25, 2026
M. S.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Commonwealth Capital Management (CCM) known for?

Commonwealth Capital Management (CCM) was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-303-534-****

. Explore Commonwealth Capital Management (CCM)'s company overview page for more information.

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

Commonwealth Capital Management (CCM) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Commonwealth Capital Management (CCM) email formats with LeadIQ.

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

Commonwealth Capital Management (CCM) has approximately 18 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Commonwealth Capital Management (CCM)'s key employees and leadership?

As of July 2026, Commonwealth Capital Management (CCM)'s key employees include:

Branch Manager: A. W.
Principal: J. W.
Financial Advisor/Financial Planner: L. A. Y.
Operations Assistant: C. K.
Associate: D. W.

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Commonwealth Capital Management (CCM) Employee Directory

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