RIA IntelAdvisersSouth CarolinaH I MANAGEMENT SERVICES INC.

H I MANAGEMENT SERVICES INC.

Advisory

SC

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$65K
across 93 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
93
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients93
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

INTREPID EAGLE FINANCE LLC
$6M
CAMDEN ASSET MANAGEMENT COMPANY, LLC
$6M
CMC WEALTH MANAGEMENT, LLC
$6M
SANDERLING FINANCE, LLC
COLUMBIA, SC
$6M
BROCKELSBY INVESTMENT SERVICES
$7M
BLACK DOG FINANCIAL PLANNING LLC
$5M

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