# Comprehensive Money Management Services LLC

> Comprehensive Money Management Services LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 121061
- Filed as: COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121061
- AdvisorCensus page: https://advisorcensus.com/firm/comprehensive-money-management-services-llc-121061

## Quick answers

**How is Comprehensive Money Management Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Comprehensive Money Management Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Comprehensive Money Management Services LLC registered with the SEC or a state?**
Comprehensive Money Management Services LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 121061.

**How much does Comprehensive Money Management Services LLC manage?**
Comprehensive Money Management Services LLC reports $200,303,679 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (86% discretionary).

**How have Comprehensive Money Management Services LLC's assets and staff changed since 2025?**
In the Form ADV data for Comprehensive Money Management Services LLC: Regulatory assets under management: $162,586,000 in the October 2025 data and $200,303,679 in the October 2026 data, up 23%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Comprehensive Money Management Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); high net worth individuals (49); corporations or other businesses not listed above (2).

**Which custodians does Comprehensive Money Management Services LLC use?**
Comprehensive Money Management Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Comprehensive Money Management Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121061

**What changed in Comprehensive Money Management Services LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $162,586,000 to $200,303,679 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $200,303,679
- Discretionary: $171,826,378
- Non-discretionary: $28,477,301

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $14,031,758 |
| High net worth individuals | 49 | $172,521,094 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | 1 | $12,920,059 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 2 | $830,768 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- comprehensivemoney.com
- Facebook facebook.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $162,586,000 | 2 | July 28, 2025 |
| October 2026 | $200,303,679 | 2 | January 16, 2026 |

Regulatory assets under management: $162,586,000 in the October 2025 data and $200,303,679 in the October 2026 data, up 23%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $162,586,000 to $200,303,679 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comprehensive Money Management Services LLC (CRD 121061): Form ADV filing data as of October 2026.