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Commonwealth Retirement Investments LLC
Commonwealth Retirement Investments LLC is an independent registered investment adviser headquartered in Richmond, Virginia. Founded in January 2017 and led by principal Ryan Drake, who has over 20 years of financial advising experience, the firm offers personalized retirement planning, wealth management, and investment consulting services. They serve retirees, professionals, business owners, and households approaching retirement, focusing on tailored financial solutions. The team consists entirely of highly credentialed advisors, including CFP® professionals.
Investment Strategy
The firm provides comprehensive retirement and wealth management services focused on personalized, written plans that include tax optimization, asset protection, and risk assessment. Each client's plan is stress-tested against hundreds of market scenarios, with annual updates to reflect changing circumstances. Strategies are designed for households with $1 million or more in investable assets, emphasizing asset protection, income growth, and estate planning, and always acting in the client's best interest.
Latest 13F Filing Activity
Commonwealth Retirement Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 108 equity positions with a total 13F market value of $263M. The fund increased holdings in Merck & Co. Inc. Com, Broadcom Inc. Com, Pepsico Inc. Com among other positions. Commonwealth Retirement Investments LLC reduced exposure to International Business Machs Com, Cisco SYS Inc. Com, Ishares Core S&P 500 Etf among others.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC COM | 6.86% | $18.0M | 65,412 | $56.00 | $275.65 | +$3.7M |
M MSFT | MICROSOFT CORP COM | 4.91% | $12.9M | 25,960 | $253.59 | $497.41 | +$3.0M |
J JPM | JPMORGAN CHASE & CO. COM | 3.99% | $10.5M | 36,192 | $135.22 | $289.91 | -$1.6M |
A ABBV | ABBVIE INC COM | 3.69% | $9.7M | 52,296 | $162.16 | $185.62 | -$774.9K |
X XOM | EXXON MOBIL CORP COM | 3.07% | $8.1M | 74,999 | $111.18 | $107.80 | -$1.4M |
Industry Allocation
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