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HMS FINANCIAL SERVICES, LLC
CRD 131569 · SEC 801-121012
10 CALENDAR COURT, SUITE 200, COLUMBIA, SC, 29206, United States
Phone
803-790-6113
Fax
803-787-9180
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$118.5M
Discretionary AUM
$117.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $17.1M |
| High net worth individuals | 71 | $44.4M |
| Pension/profit sharing plans | 32 | $57.0M |
| Corporations/business entities | 2 | $46K |
States served
SC
All web addresses on file
Official SEC filing: View on IAPD