Comprehensive Money Management Services LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 16, 2026, reports $200M in regulatory assets under management, 2 employees, and 500 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
53
2
HNWI
46.7%
49
3
Corporations
1.9%
2
4
Charitable
1.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of January 16, 2026
Discretionary85.8%
$172M
86% of total RAUM85.8%
Non-discretionary14.2%
$28M
14% of total RAUM14.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$200M
Total Accounts500
10Y AUM Change+$38M (+23.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee53:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.