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$118.5M Total AUM
$117.2M Disc. AUM
6.9% 3Y CAGR
1 Employees
228 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-28-2007
- Office Locations
- 1
Office Locations
10 Calendar Court Suite 200 Columbia SC
About HMS Financial Services, LLC
HMS Financial Services, LLC is a Columbia, SC investment adviser providing financial planning alongside asset management, portfolio construction, and tax/estate and insurance planning. The firm focuses on entrepreneurs and other clients, using asset-allocation portfolios that include mutual funds and ETFs with fixed income and real estate exposure. Custody is through Fidelity/NFS.
Team overview
57 AVG AGE
$118.5M AVG AUM / ADVISOR
$519.8K AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOT JOSEPH BYTNAR
Chief Compliance Officer, Managing Member
- CRD
- #2425936
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,168,426 | $532,584 |
| Non-Discretionary | $1,335,401 | $166,925 |
| Total | $118,503,827 | $519,754 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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