SourcingSourcing

MHS ADVISORY SERVICES, LLC

C34
CRD 174590·SEC 801-80877·MAPLE GROVE, MN
AUM
$253.3M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$760K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MHS ADVISORY SERVICES, LLC
CRD
174590
SEC file #
801-80877
EIN
—
DBA names
—

Economics

AUM
$253.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$128.6M → $253.3M▲ +97%
Client mix
Individuals Other240
Individuals High Net Worth70
Charitable Organizations2
Corporations1

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
MAPLE GROVE MN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
mhscos.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MHS ADVISORY GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
MHS ADVISORY GROUP, LLC
SHERWIN, JOHN, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MHSCOS.COM
Rdap Domain Creation Date
2015-01-24T21:09:45Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
105,984
Form 5500 Compensation Trajectory 3y
2025105,984
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
105,984
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
Pershing4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-24T21:09:45Z
Rdap Domain Last Changed
2026-01-25T18:40:27Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
SHERWIN, JOHN, CHRISTOPHER
IAR · Executive Officer · 2.5%
4447546
JEFFREY ROLAND SELLS
IAR
2913248
THOMAS RALPH HOKR
IAR
1194034
STEVEN JAMES HILL
IAR
6491600