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MHS ADVISORY SERVICES, LLC

CRD 174590File 801-80877
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$253.3M
Below cohort median (national)
Discretionary AUM
$173.0M
Non-discretionary $80.3M
Clients
313
1,152 accounts
Employees
7
Below cohort median in MN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jan 26, 2015
Principal office
11330 86TH AVENUE NORTH, MAPLE GROVE, MN, 55369
Phone
952-541-9201

Assets & accounts

ADV Item 5F
Total regulatory AUM
$253.3M
Discretionary AUM
$173.0M
Non-discretionary AUM
$80.3M
Discretionary accounts
833
Non-discretionary accounts
319
Total accounts
1,152
AUM per client
$809K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$279K
Charitable organizationsFewer than 5$303K
High net worth individuals70$147.6M
Individuals (other than high net worth individuals)240$105.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Hourly charges
  • Other (described)THIRD PARTY REFERRAL FEES
  • A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.