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MHS Advisory Services, LLC

MHS Advisory Services, LLC. CRD 174590

M

CRD: 174590

MHS Advisory Services, LLC

Maple Grove, MN, 55369
9525419201
$253.3M Total AUM
$173.0M Disc. AUM
12.6% 3Y CAGR
7 Employees
314 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · Fidelity/NFS · Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
01-26-2015
Office Locations
2

Office Locations

10900 Wayzata Blvd Suite 130 Minnetonka MN
11330 86th Avenue North Maple Grove MN

About MHS Advisory Services, LLC

MHS Advisory Services, LLC is a Minnesota-based advisory firm providing personalized investment advice and comprehensive financial planning, with retirement plan support and individual insurance solutions (including life, LTC, health, disability, and annuities). Client work centers on asset protection and risk management across mutual funds, ETFs, and municipal bonds. For distribution teams, the firm supports custody through major platforms such as Fidelity/NFS and Pershing.

Team overview

51 AVG AGE
$36.2M AVG AUM / ADVISOR
$806.8K AVG AUM / CLIENT
10.7 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Oak Glacier Pioneer Pathway

Client Personas

Bridge pathway

Custodian

Capital

Investment Themes

Legacy Catalyst north Insight Vector North pioneer

Investment Vehicles

Summit

Platform

Meridian

Services

Beacon Signal Frontier wave Value harbor Horizon North quantum Signal

Owner & Executives

J

JOHN CHRISTOPHER SHERWIN

Chief Compliance Officer, President

CRD
#4447546
Ownership
Less than 5%
(628) 846-9609
north.insight@embercapital.com
in linkedin.com/in/momentum-foundation

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Contacts

S

STEVEN JAMES HILL

Financial Advisor, General Partner

CRD
#6491600
(769) 857-4922
ridge.timber@eaglecapital.com
in linkedin.com/in/ember-optima
THOMAS RALPH HOKR

THOMAS RALPH HOKR

Partner

CRD
#1194034
(536) 815-1147
meridian.momentum@vectorcapital.com
in linkedin.com/in/fusion-momentum
Z

Zenith ember

Wave zenith

CRD
#48808
(938) 541-4804
vector.eagle@pioneercapital.com
in linkedin.com/in/element-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-05-2022
03-07-2023
03-07-2024
07-21-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $173,014,300 $207,700
Non-Discretionary $80,320,135 $251,787
Total $253,334,435 $219,908

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Separately Managed Accounts

Total SMA Asset: $253,334,435

$253.3M Total SMA
Public Funds:
28.7%
Equity - Exchange:
39.4%
Municipal Bonds:
7.9%
Cash:
24.0%
Asset class Assets Assets %
Public Funds $242,591,703 28.7%
Equity - Exchange $333,035,300 39.4%
Municipal Bonds $66,776,113 7.9%
Cash $202,864,143 24.0%
Total $845,267,259 100.0%

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