Data / Investment advisers / Alabama / Money Management Services Inc
Money Management Services Inc, Birmingham, AL: $443 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Money Management Services Inc is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $443 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Money Management Services Inc (CRD number 106832): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106832
- SEC file number
- 801-42500
- SEC status
- Approved, effective October 30, 1992
- Legal name
- Money Management Services, Inc.
- Main office
- 3410 Independence Drive, Birmingham, AL 35209
- Phone
- (205) 871-7526
- Website
- mmsfamily.com
- Regulatory AUM
- $442,701,129 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $425,956,155
- Non discretionary AUM
- $16,744,974
- Accounts
- 1,377
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 153 | $290 million |
| Individuals (other than high net worth individuals) | 368 | $152.2 million |
| Pension and profit sharing plans | 1 | $429,803 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $442.7 million | March 10, 2026 |
| December 1, 2025 | $389.2 million | February 5, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mainsail Asset Management, LLC | Birmingham | $598.8 million | 4 | adviserinfo.sec.gov |
| Oneascent Family Offices | Birmingham | $544.5 million | Not listed | adviserinfo.sec.gov |
| Bonaventure Capital, LLC | Birmingham | $493.8 million | 4 | adviserinfo.sec.gov |
| Oneascent Wealth Management | Birmingham | $475.6 million | Not listed | adviserinfo.sec.gov |
| Kassouf Wealth Advisors, LLC | Birmingham | $471.3 million | Not listed | adviserinfo.sec.gov |
| Steadmont Advisors, LLC | Birmingham | $430.7 million | Not listed | adviserinfo.sec.gov |
| Navigate Wealth Management, LLC | Birmingham | $429.6 million | Not listed | adviserinfo.sec.gov |
| Cook & Bynum Capital Management, LLC | Birmingham | $359.8 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Money Management Services Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.