MAPLE GROVE, MNCRD 174590Latest ADV March 26, 2026
Mhs Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maple Grove, MN. Its latest Form ADV filing, dated March 26, 2026, reports $253M in regulatory assets under management, 7 employees, 1 office, and 1,152 accounts.
Assets Under Management
$253M
Employees
7
Offices
1 office
Total Clients
313
Primary office
MAPLE GROVE, MN
11330 86TH AVENUE NORTH, MAPLE GROVE, MN, United States
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
240
2
HNWI
22.4%
70
3
Charitable
0.6%
2
4
Corporations
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 26, 2026
Discretionary68.3%
$173M
68% of total RAUM68.3%
Non-discretionary31.7%
$80M
32% of total RAUM31.7%
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.
Total AUM$253M
Total Accounts1,152
10Y AUM Change+$109M (+76.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee45:1
10Y Employee Change+3 (+75.0%)
* 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.