HMS Financial Services, LLC

RIASEC RegisteredEst. 2021

Total AUM

$119M

Discretionary

$117M

99% of AUM

Avg account

$520K

Accounts

228

Employees

1

Advisory reps

1

Firm details

Headquarters: Columbia, South Carolina
CRD number: 131569
Registered since: May 4, 2021
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans48.08%
HNWI37.43%
Individuals14.45%
Corporations / Businesses0.04%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

HMS Financial Services, LLC is an individually owned limited liability company that registered with the SEC in 2021. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. HMS does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds82%
Cash & Cash Equivalents10%
Exchange Traded Equities8%

Contacts

1 of 1

Scot Bytnar
Owner / Financial AdvisorCRD 2425936

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Columbia, SC

Richland

Location

Columbia, SC

Headquartered in Columbia, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.

Metro area: Columbia-Orangeburg-Newberry, SC
Region: South
County: Richland
Address: 10 Calendar Ct
Time zone: ET (UTC-5)
Office locations

Similar firms

Wallick Investments, LLC

Columbia, SC

AUM $127MTEAM 5REPS 5

Pendleton Street Advisors, LLC

Columbia, SC

AUM $83.2MTEAM 5REPS 3

Allison Investment Management, LLC

Columbia, SC

AUM $170MTEAM 2REPS 2

William B. Walkup & Associates, Inc.

Columbia, SC

AUM $178MTEAM 4REPS 3

Beers Kight Financial Advisors, LLC

Columbia, SC

AUM $179MTEAM 2REPS 2

Davinci Financial Designs

Columbia, SC

AUM $223MTEAM 5REPS 5

More RIAs in Columbia →All South Carolina RIAs →