Hms Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbia, SC. Its latest Form ADV filing, dated March 27, 2026, reports $119M in regulatory assets under management, 1 employee, and 228 accounts.
Assets Under Management
$119M
Employees
1
Offices
--
Total Clients
228
Primary office
COLUMBIA, SC
10 CALENDAR COURT, SUITE 200, COLUMBIA, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.9% of total clients.
Top client categories% of clientsClients
1
Individuals
53.9%
123
2
HNWI
31.1%
71
3
Pension Plans
14.0%
32
4
Corporations
0.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of March 27, 2026
Discretionary98.9%
$117M
99% of total RAUM98.9%
Non-discretionary1.1%
$1M
1% of total RAUM1.1%
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$119M
Total Accounts228
10Y AUM Change$-1M (-1.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee228:1
10Y Employee Change-2 (-66.7%)
* 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.