# MSM Advisory, LLC

> MSM Advisory, LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 283032
- Filed as: MSM ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283032
- AdvisorCensus page: https://advisorcensus.com/firm/msm-advisory-llc-283032

## Quick answers

**How is MSM Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MSM Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is MSM Advisory, LLC registered with the SEC or a state?**
MSM Advisory, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 283032.

**How much does MSM Advisory, LLC manage?**
MSM Advisory, LLC reports $2,354,875 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does MSM Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (5).

**Does MSM Advisory, LLC 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/283032

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,354,875
- Discretionary: $0
- Non-discretionary: $2,354,875

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $809,740 |
| High net worth individuals | 5 | $1,545,135 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MSM Advisory, LLC (CRD 283032): Form ADV filing data as of October 2026.