Hms Financial Services, LLC

% of assets managed in Columbia, SC

SEC registeredNo commissions reported

Call (803) 790-6113 Send a message Map ↗

Public-record details

Address: 10 Calendar Court, Suite 200, Columbia, SC 29206
Phone: (803) 790-6113
Listed under: % of assets managed, Retirement plan consulting
CRD number: 131569
Registration: SEC registered since 2021-05-04
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $118.5 million
Accounts managed: 228
Clients reported (Form ADV 5.D): 228
Individual / high-net-worth clients: 123 / 71
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-27

SEC registered investment adviser, CRD 131569, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 131569 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Columbia

A. J. Brooker Financial Associates1320 Main Street, Ste 300 · Columbia, SC 29201 · (803) 530-2760 · Financial planningCRD 157211 · % of assets, Fixed fees · $27.8 million AUMState registeredNo commissions reported Abacus Planning Group, INC.2500 Devine Street · Columbia, SC 29205 · (803) 933-0054 · Financial planningCRD 107994 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reported Allison Investment Management, LLC1201 Lincoln Street, Suite 301 · Columbia, SC 29201 · (803) 806-8400 · Financial planningCRD 124645 · % of assets, Fixed fees · $170.4 million AUMSEC registeredNo commissions reported Anchor Investment Management3205 Devine Street · Columbia, SC 29205 · (803) 790-6654 · Financial planningCRD 135296 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported Barbco Financial1611 Devonshire Drive · Columbia, SC 29204 · (803) 252-0606 · Financial planningCRD 332386 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reported Beers Kight Financial Advisors, LLC3830 Forest Drive · Columbia, SC 29204 · (803) 787-0003 · Financial planningCRD 160286 · % of assets, Hourly charges, Fixed fees · $179.4 million AUMSEC registeredNo commissions reported Blackhawk Financial Advisors1320 Main Street, Suite 300 · Columbia, SC 29201 · (803) 265-8008 · Financial planningCRD 324019 · % of assets, Fixed fees · $20.1 million AUMState registeredNo commissions reported Capital Wealth Group LLC3103 Devine St. · Columbia, SC 29205 · (803) 250-6464 · Financial planningCRD 324003 · % of assets, Hourly charges, Fixed fees · $23.9 million AUMState registeredNo commissions reported

All 19 in Columbia →