HMS FINANCIAL SERVICES, LLC
CRD #131569 SEC #801-121012 COLUMBIA, SC 803-790-6113
SEC Registered
Total AUM
$117.9M
Discretionary
$114.5M
Employees
1
Clients
0
Accounts
247
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $117.9M | $114.5M | $3.4M | 1 | 0 |
| Mar 2024 | $106.8M | $105.8M | $1M | 3 | 0 |
| Mar 2023 | $97.4M | $96.5M | $887.7K | 3 | 0 |
| Nov 2022 | $129.4M | $128.5M | $935.5K | 3 | 0 |
| Mar 2022 | $129.4M | $128.5M | $935.5K | 3 | 0 |
| Mar 2021 | $119.7M | $118.5M | $1.2M | 3 | 0 |
| Jun 2012 | $65.6M | $65.4M | $211.5K | 1 | 26 |
| May 2012 | $65.6M | $65.4M | $211.5K | 1 | 26 |
| Mar 2012 | $65.6M | $65.4M | $211.5K | 1 | 26 |
| Mar 2011 | $68.9M | $67.9M | $999.4K | 5 | -- |
| Mar 2008 | $64.3M | $64.1M | $195K | 5 | -- |
| May 2007 | $67.4M | $66.6M | $759.3K | 5 | -- |
| Mar 2007 | $67.4M | $66.6M | $759.3K | 5 | -- |
| Dec 2005 | $59.4M | $59.3M | $148.4K | 5 | -- |
| Dec 2005 | $59.4M | $59.3M | $148.4K | 5 | -- |
| Nov 2005 | $59.4M | $59.3M | $148.4K | 5 | -- |
DateMar 2025
Total AUM$117.9M
Discretionary$114.5M
Non-Disc.$3.4M
Employees1
Clients0
DateMar 2024
Total AUM$106.8M
Discretionary$105.8M
Non-Disc.$1M
Employees3
Clients0
DateMar 2023
Total AUM$97.4M
Discretionary$96.5M
Non-Disc.$887.7K
Employees3
Clients0
DateNov 2022
Total AUM$129.4M
Discretionary$128.5M
Non-Disc.$935.5K
Employees3
Clients0
DateMar 2022
Total AUM$129.4M
Discretionary$128.5M
Non-Disc.$935.5K
Employees3
Clients0
DateMar 2021
Total AUM$119.7M
Discretionary$118.5M
Non-Disc.$1.2M
Employees3
Clients0
DateJun 2012
Total AUM$65.6M
Discretionary$65.4M
Non-Disc.$211.5K
Employees1
Clients26
DateMay 2012
Total AUM$65.6M
Discretionary$65.4M
Non-Disc.$211.5K
Employees1
Clients26
DateMar 2012
Total AUM$65.6M
Discretionary$65.4M
Non-Disc.$211.5K
Employees1
Clients26
DateMar 2011
Total AUM$68.9M
Discretionary$67.9M
Non-Disc.$999.4K
Employees5
Clients--
DateMar 2008
Total AUM$64.3M
Discretionary$64.1M
Non-Disc.$195K
Employees5
Clients--
DateMay 2007
Total AUM$67.4M
Discretionary$66.6M
Non-Disc.$759.3K
Employees5
Clients--
DateMar 2007
Total AUM$67.4M
Discretionary$66.6M
Non-Disc.$759.3K
Employees5
Clients--
DateDec 2005
Total AUM$59.4M
Discretionary$59.3M
Non-Disc.$148.4K
Employees5
Clients--
DateDec 2005
Total AUM$59.4M
Discretionary$59.3M
Non-Disc.$148.4K
Employees5
Clients--
DateNov 2005
Total AUM$59.4M
Discretionary$59.3M
Non-Disc.$148.4K
Employees5
Clients--