# MH Advisory Services LLC

> 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.

- CRD: 171653
- Filed as: MH ADVISORY SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171653
- AdvisorCensus page: https://advisorcensus.com/firm/mh-advisory-services-llc-171653

## Quick answers

**How is MH Advisory Services LLC compensated?**
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.

**Is MH Advisory Services LLC registered with the SEC or a state?**
MH Advisory Services LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171653.

**How much does MH Advisory Services LLC manage?**
MH Advisory Services LLC reports $531,965,624 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**How have MH Advisory Services LLC's assets and staff changed since 2021?**
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.

**What types of clients does MH Advisory Services LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does MH Advisory 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/171653

**What changed in MH Advisory Services LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $888,734,427 to $531,965,624 (-40%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $531,965,624
- Discretionary: $0
- Non-discretionary: $531,965,624

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $531,965,624 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,955,792,759 | 1 | March 18, 2021 |
| October 2022 | $1,942,179,183 | 1 | March 7, 2022 |
| October 2023 | $1,546,117,833 | 1 | March 11, 2023 |
| October 2024 | $1,074,786,274 | 1 | March 7, 2024 |
| October 2025 | $888,734,427 | 1 | March 4, 2025 |
| October 2026 | $531,965,624 | 1 | February 23, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $888,734,427 to $531,965,624 (-40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MH Advisory Services LLC (CRD 171653): Form ADV filing data as of October 2026.