Financial Management Services Of America Llc.
- Regulatory AUM
- $216M
- Discretionary
- $136M
- Clients
- 1,291
- Avg AUM / client
- $168K
- Accounts
- 1,784
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,046 | $41.9M | 19.4% |
| High net worth individuals | 218 | $136M | 62.9% |
| Pension and profit sharing plans | 27 | $38.4M | 17.7% |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Victor Scott Sonnier | Ceo | Nov 2004 (22y) | 75% or more | |
| David William Vela | Registered representative | Jan 2011 (16y) | ||
| Tiffany Nichole Grayson Tauzin | Registered representative | Oct 2015 (11y) | ||
| Brandon J Varisco | Registered representative | May 2017 (9y) | ||
| David Wayne Varisco | Registered representative | May 2017 (9y) | ||
| Jonathan James Eleser | Registered representative | Mar 2019 (7y) | ||
| Michael E Mcclimon | Registered representative | Apr 2019 (7y) | ||
| Patrick W Jordan | Registered representative | Nov 2019 (7y) | ||
| Reid Aaron Pierson | Registered representative | Nov 2023 (3y) | ||
| Jacques Allen Sonnier | Registered representative | Mar 2024 (2y) | ||
| Hector Miguel Valdez | Registered representative | Apr 2024 (2y) | ||
| Dynah Jene Sistrunk | Registered representative | Nov 2024 (2y) | ||
| Victoria Lynn Dickerson | Registered representative | Mar 2025 (1y) | ||
| James Ernest Dickerson | Registered representative | Mar 2025 (1y) | ||
| Michael John Sloan | Registered representative | Mar 2025 (1y) | ||
| Maurice V Clarke | Registered representative | Jul 2025 (1y) | ||
| Jimmy Ray | Registered representative | Oct 2025 (1y) | ||
| Bradford S Smith | Registered representative | CFA | Jan 2026 (1y) | |
| Jacob R Couch | Registered representative | Feb 2026 (1y) | ||
| Mark Philip Cussen | Registered representative | Jun 2026 (0y) | ||
| Richard Brian Williamson | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/05/2026 | 947 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
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
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: Jun 05, 2026.
View current Form ADV (SEC/IAPD) ↗