MONEY MANAGEMENT SERVICES INC

Legal name: MONEY MANAGEMENT SERVICES, INC.

CRD 106832File 801-42500

APPROVED

Retail clients

Custody

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$442.7M

Below cohort median (national)

Discretionary AUM

$426.0M

Non-discretionary $16.7M

Clients

522

1,377 accounts

Employees

Below cohort median in AL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Oct 30, 1992
Principal office: 3410 INDEPENDENCE DRIVE, BIRMINGHAM, AL, 35209-5604
Phone: 205-871-7526
Website: HTTP://WWW.MMSFAMILY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $442.7M
Discretionary AUM: $426.0M
Non-discretionary AUM: $16.7M
Discretionary accounts: 1,320
Non-discretionary accounts: 57
Total accounts: 1,377
AUM per client: $848K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	153	$290.0M
Pension and profit sharing plans	Fewer than 5	$430K
Individuals (other than high net worth individuals)	368	$152.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.