# Financial Institution Services, LLC

> Financial Institution Services, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 145269
- Filed as: FINANCIAL INSTITUTION SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145269
- AdvisorCensus page: https://advisorcensus.com/firm/financial-institution-services-llc-145269

## Quick answers

**How is Financial Institution Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Institution Services, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Financial Institution Services, LLC registered with the SEC or a state?**
Financial Institution Services, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 145269.

**How much does Financial Institution Services, LLC manage?**
Financial Institution Services, LLC reports $258,694,487 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**How have Financial Institution Services, LLC's assets and staff changed since 2022?**
In the Form ADV data for Financial Institution Services, LLC: Regulatory assets under management: $138,157,022 in the October 2022 data and $258,694,487 in the October 2026 data, up 87%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Institution Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (282); high net worth individuals (50).

**Which custodians does Financial Institution Services, LLC use?**
Financial Institution Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Institution 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/145269

**What changed in Financial Institution Services, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $220,446,328 to $258,694,487 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $258,694,487
- Discretionary: $258,694,487
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 282 | $121,976,024 |
| High net worth individuals | 50 | $136,718,463 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, MN, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advicefam.com
- Instagram @fis___online
- LinkedIn @hannahshink

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $138,157,022 | 3 | May 26, 2022 |
| October 2023 | $141,917,858 | 2 | April 19, 2023 |
| October 2024 | $173,199,010 | 2 | February 20, 2024 |
| October 2025 | $220,446,328 | 3 | March 6, 2025 |
| October 2026 | $258,694,487 | 4 | April 7, 2026 |

Regulatory assets under management: $138,157,022 in the October 2022 data and $258,694,487 in the October 2026 data, up 87%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $220,446,328 to $258,694,487 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Institution Services, LLC (CRD 145269): Form ADV filing data as of October 2026.