Financial Management Services, Inc
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ADV data as of Mar 13, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 23
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 22 | — | — |
| State or municipal government entities | 1 | — | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Robert Crouch | Registered representative | CFA | Jul 2006 (20y) | |
| Adam North Wilson | Registered representative | Dec 2019 (7y) | ||
| Cory Poncelet | Registered representative | Jul 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF TOTAL BALANCE SHEET ASSETS
Services
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗