# Managed Financial Services Corp Inc

> Managed Financial Services Corp Inc is a state-registered investment advisory firm in Houston, TX, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 109806
- Filed as: MANAGED FINANCIAL SERVICES CORP INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109806
- AdvisorCensus page: https://advisorcensus.com/firm/managed-financial-services-corp-inc-houston-tx-109806

## Quick answers

**How is Managed Financial Services Corp Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Managed Financial Services Corp Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Managed Financial Services Corp Inc located?**
Managed Financial Services Corp Inc's principal office is in Houston, TX, according to its Form ADV.

**Is Managed Financial Services Corp Inc registered with the SEC or a state?**
Managed Financial Services Corp Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 109806.

**How much does Managed Financial Services Corp Inc manage?**
Managed Financial Services Corp Inc reports $55,466,243 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (96% discretionary).

**What types of clients does Managed Financial Services Corp Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (255); high net worth individuals (20).

**Does Managed Financial Services Corp 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/109806

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $55,466,243
- Discretionary: $53,011,177
- Non-discretionary: $2,455,066

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 255 | $34,908,358 |
| High net worth individuals | 20 | $20,557,885 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Managed Financial Services Corp Inc (CRD 109806): Form ADV filing data as of October 2026.