# Financial Management Services, Inc

> Financial Management Services, Inc is a state-registered investment advisory firm in Overland Park, KS, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 115897
- Filed as: FINANCIAL MANAGEMENT SERVICES, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115897
- AdvisorCensus page: https://advisorcensus.com/firm/financial-management-services-inc-overland-park-ks-115897

## Quick answers

**How is Financial Management Services, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Management Services, Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Financial Management Services, Inc located?**
Financial Management Services, Inc's principal office is in Overland Park, KS, according to its Form ADV.

**Is Financial Management Services, Inc registered with the SEC or a state?**
Financial Management Services, Inc is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 115897.

**What types of clients does Financial Management Services, Inc serve?**
By number of clients on Form ADV Item 5.D: banking or thrift institutions (22); state or municipal government entities (including government pension plans) (1).

**Does Financial Management Services, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115897

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 22 | Not reported |
| State or municipal government entities (including government pension plans) | 1 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2000 (26 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MN, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fmsiconsulting.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Management Services, Inc (CRD 115897): Form ADV filing data as of October 2026.