Investment adviser · CRD 134738
BMS FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
RAPID CITY, SD, United States · Form ADV filed Mar 21, 2023
- Regulatory AUM
- $388M Form ADV · Item 5.F
- Client accounts
- 2,292 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 172 | $196,130,214 | 50.6% |
| Individuals | 818 | $190,038,934 | 49.0% |
| Charities | 5 | $1,470,872 | 0.4% |
| Corporations & businesses | Fewer than 5 | $347,260 | 0.1% |
Filing source
Form ADV 1736978 · Mar 21, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 21, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1508 MOUNTAIN VIEW ROADRAPID CITY, SD, 57702, United States
CRD 134738
Filing source
Form ADV 1736978 · Mar 21, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.