# Money Management Services Inc

> Money Management Services Inc is an SEC-registered investment advisory firm in Birmingham, AL, registered since 1992, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 106832
- Filed as: MONEY MANAGEMENT SERVICES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106832
- AdvisorCensus page: https://advisorcensus.com/firm/money-management-services-inc-birmingham-al-106832

## Quick answers

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

**What does Money Management Services Inc's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Money Management Services Inc located?**
Money Management Services Inc's principal office is in Birmingham, AL, according to its Form ADV.

**Is Money Management Services Inc registered with the SEC or a state?**
Money Management Services Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 106832.

**How much does Money Management Services Inc manage?**
Money Management Services Inc reports $442,701,129 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (96% discretionary).

**How have Money Management Services Inc's assets and staff changed since 2021?**
In the Form ADV data for Money Management Services Inc: Regulatory assets under management: $294,821,808 in the October 2021 data and $442,701,129 in the October 2026 data, up 50%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Money Management Services Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (368); high net worth individuals (153); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

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

**Does Money 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 SEC record: https://adviserinfo.sec.gov/firm/summary/106832

**What changed in Money Management Services Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 7. Regulatory assets under management went from $389,225,441 to $442,701,129 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> The annual fee varies (between 0.25% and 1.00%) depending upon the market value of the assets under management and the type of wealth management services to be rendered.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions 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: $442,701,129
- Discretionary: $425,956,155
- Non-discretionary: $16,744,974

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 368 | $152,236,411 |
| High net worth individuals | 153 | $290,034,915 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $429,803 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1992 (33 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mmsfamily.com
- moneymanagementservice.com
- moneymanagementservices.com
- Facebook @moneymanagementservice.com
- LinkedIn @money-management-services-inc.
- X @mms_inc
- YouTube @moneymanagementservices7293

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $294,821,808 | 9 | June 24, 2021 |
| October 2022 | $340,055,280 | 10 | February 17, 2022 |
| October 2023 | $313,903,292 | 11 | February 22, 2023 |
| October 2024 | $352,146,419 | 11 | January 30, 2024 |
| October 2025 | $389,225,441 | 12 | February 5, 2025 |
| October 2026 | $442,701,129 | 12 | March 10, 2026 |

Regulatory assets under management: $294,821,808 in the October 2021 data and $442,701,129 in the October 2026 data, up 50%.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 7.
- Regulatory assets under management went from $389,225,441 to $442,701,129 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Management Services Inc (CRD 106832): Form ADV filing data as of October 2026.