{
  "crd_number": 171653,
  "slug": "mh-advisory-services-llc-171653",
  "primary_business_name": "MH ADVISORY SERVICES LLC",
  "legal_name": "MH ADVISORY SERVICES LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-07-10",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-02-23",
  "carried_forward": false,
  "raum_total": 531965624.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 531965624.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 531965624.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171653",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/mh-advisory-services-llc-171653",
  "display_name": "MH Advisory Services LLC",
  "summary": "MH Advisory Services LLC is an SEC-registered investment advisory firm, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 23, 2026.",
  "citation": "AdvisorCensus. MH Advisory Services LLC (CRD 171653): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is MH Advisory Services LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MH Advisory Services LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is MH Advisory Services LLC registered with the SEC or a state?",
      "a": "MH Advisory Services LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171653."
    },
    {
      "q": "How much does MH Advisory Services LLC manage?",
      "a": "MH Advisory Services LLC reports $531,965,624 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary)."
    },
    {
      "q": "How have MH Advisory Services LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for MH Advisory Services LLC: Regulatory assets under management: $1,955,792,759 in the October 2021 data and $531,965,624 in the October 2026 data, down 73%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MH Advisory Services LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does MH Advisory Services LLC report any disciplinary disclosures?",
      "a": "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/171653"
    },
    {
      "q": "What changed in MH Advisory Services LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $888,734,427 to $531,965,624 (-40%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1955792759.0,
      "total_employees": 1,
      "filing_date": "2021-03-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1942179183.0,
      "total_employees": 1,
      "filing_date": "2022-03-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1546117833.0,
      "total_employees": 1,
      "filing_date": "2023-03-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1074786274.0,
      "total_employees": 1,
      "filing_date": "2024-03-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 888734427.0,
      "total_employees": 1,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 531965624.0,
      "total_employees": 1,
      "filing_date": "2026-02-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $888,734,427 to $531,965,624 (-40%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mh-advisory-services-llc-171653.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 531965624.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171653",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
