BMS FINANCIAL ADVISORS, LLC
CRD #134738 SEC #801-79498 RAPID CITY, SD 605-341-1555
SEC Registered
Total AUM
$388M
Discretionary
$381.7M
Employees
10
Clients
0
Accounts
2,292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $388M | $381.7M | $6.2M | 10 | 0 |
| Feb 2023 | $388M | $381.7M | $6.2M | 10 | 0 |
| Dec 2022 | $410.1M | $402.4M | $7.7M | 11 | 0 |
| Mar 2022 | $410.1M | $402.4M | $7.7M | 11 | 0 |
| Mar 2022 | $410.1M | $402.4M | $7.7M | 11 | 0 |
| Sep 2021 | $340.2M | $331.4M | $8.8M | 7 | 0 |
| Mar 2021 | $340.2M | $331.4M | $8.8M | 7 | 0 |
| Jun 2020 | $275.9M | $266.3M | $9.7M | 9 | 0 |
| Jun 2020 | $275.9M | $266.3M | $9.7M | 9 | 0 |
| Mar 2020 | $275.9M | $266.3M | $9.7M | 9 | 0 |
| Mar 2020 | $275.9M | $266.3M | $9.7M | 9 | 0 |
| Jul 2019 | $224.6M | $215.6M | $9M | 9 | 1 |
| Mar 2019 | $224.6M | $215.6M | $9M | 3 | 1 |
| Mar 2018 | $209.1M | $180.5M | $28.6M | 4 | 1 |
| Nov 2017 | $168.5M | $133.2M | $35.3M | 3 | 0 |
| Aug 2017 | $168.5M | $133.2M | $35.3M | 3 | 793 |
| Mar 2017 | $168.5M | $133.2M | $35.3M | 3 | 793 |
| Jul 2016 | $138.8M | $121M | $17.8M | 2 | 500 |
| Apr 2016 | $138.8M | $121M | $17.8M | 2 | 500 |
| Mar 2016 | $138.8M | $121M | $17.8M | 2 | 500 |
| May 2015 | $118.9M | $111.5M | $7.4M | 2 | 400 |
| Mar 2015 | $118.9M | $111.5M | $7.4M | 2 | 400 |
| Mar 2014 | $105.6M | $92.2M | $13.5M | 2 | 400 |
| Jun 2012 | $66.3M | $63.4M | $3M | 1 | 400 |
| May 2012 | $66.3M | $63.4M | $3M | 1 | 400 |
| Apr 2012 | $66.3M | $63.4M | $3M | 1 | 400 |
| Mar 2012 | $66.3M | $63.4M | $3M | 1 | 400 |
| Jun 2011 | $58.4M | $54.8M | $3.6M | 5 | -- |
| May 2011 | $58.4M | $54.8M | $3.6M | 5 | -- |
| Mar 2010 | $43.5M | $41.4M | $2.1M | 5 | -- |
| Jan 2008 | $30.5M | $21.5M | $9M | 5 | -- |
DateMar 2023
Total AUM$388M
Discretionary$381.7M
Non-Disc.$6.2M
Employees10
Clients0
DateFeb 2023
Total AUM$388M
Discretionary$381.7M
Non-Disc.$6.2M
Employees10
Clients0
DateDec 2022
Total AUM$410.1M
Discretionary$402.4M
Non-Disc.$7.7M
Employees11
Clients0
DateMar 2022
Total AUM$410.1M
Discretionary$402.4M
Non-Disc.$7.7M
Employees11
Clients0
DateMar 2022
Total AUM$410.1M
Discretionary$402.4M
Non-Disc.$7.7M
Employees11
Clients0
DateSep 2021
Total AUM$340.2M
Discretionary$331.4M
Non-Disc.$8.8M
Employees7
Clients0
DateMar 2021
Total AUM$340.2M
Discretionary$331.4M
Non-Disc.$8.8M
Employees7
Clients0
DateJun 2020
Total AUM$275.9M
Discretionary$266.3M
Non-Disc.$9.7M
Employees9
Clients0
DateJun 2020
Total AUM$275.9M
Discretionary$266.3M
Non-Disc.$9.7M
Employees9
Clients0
DateMar 2020
Total AUM$275.9M
Discretionary$266.3M
Non-Disc.$9.7M
Employees9
Clients0
DateMar 2020
Total AUM$275.9M
Discretionary$266.3M
Non-Disc.$9.7M
Employees9
Clients0
DateJul 2019
Total AUM$224.6M
Discretionary$215.6M
Non-Disc.$9M
Employees9
Clients1
DateMar 2019
Total AUM$224.6M
Discretionary$215.6M
Non-Disc.$9M
Employees3
Clients1
DateMar 2018
Total AUM$209.1M
Discretionary$180.5M
Non-Disc.$28.6M
Employees4
Clients1
DateNov 2017
Total AUM$168.5M
Discretionary$133.2M
Non-Disc.$35.3M
Employees3
Clients0
DateAug 2017
Total AUM$168.5M
Discretionary$133.2M
Non-Disc.$35.3M
Employees3
Clients793
DateMar 2017
Total AUM$168.5M
Discretionary$133.2M
Non-Disc.$35.3M
Employees3
Clients793
DateJul 2016
Total AUM$138.8M
Discretionary$121M
Non-Disc.$17.8M
Employees2
Clients500
DateApr 2016
Total AUM$138.8M
Discretionary$121M
Non-Disc.$17.8M
Employees2
Clients500
DateMar 2016
Total AUM$138.8M
Discretionary$121M
Non-Disc.$17.8M
Employees2
Clients500
DateMay 2015
Total AUM$118.9M
Discretionary$111.5M
Non-Disc.$7.4M
Employees2
Clients400
DateMar 2015
Total AUM$118.9M
Discretionary$111.5M
Non-Disc.$7.4M
Employees2
Clients400
DateMar 2014
Total AUM$105.6M
Discretionary$92.2M
Non-Disc.$13.5M
Employees2
Clients400
DateJun 2012
Total AUM$66.3M
Discretionary$63.4M
Non-Disc.$3M
Employees1
Clients400
DateMay 2012
Total AUM$66.3M
Discretionary$63.4M
Non-Disc.$3M
Employees1
Clients400
DateApr 2012
Total AUM$66.3M
Discretionary$63.4M
Non-Disc.$3M
Employees1
Clients400
DateMar 2012
Total AUM$66.3M
Discretionary$63.4M
Non-Disc.$3M
Employees1
Clients400
DateJun 2011
Total AUM$58.4M
Discretionary$54.8M
Non-Disc.$3.6M
Employees5
Clients--
DateMay 2011
Total AUM$58.4M
Discretionary$54.8M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2010
Total AUM$43.5M
Discretionary$41.4M
Non-Disc.$2.1M
Employees5
Clients--
DateJan 2008
Total AUM$30.5M
Discretionary$21.5M
Non-Disc.$9M
Employees5
Clients--