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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MONEY MANAGEMENT SERVICES INC

MONEY MANAGEMENT SERVICES, INC., CRD 106832

BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:a5114c54-18a2-c4dd-7a77-603e8065cd0b

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Mar 10, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $443MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $426M
Private client RAUM: $442MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $88.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,377
Individual clients: 368
High net worth clients: 153
Custody, client assets: $17.1M
SEC number: 801-42500
CRD: 106832
Filings on the tape: 19
First filed: Mar 29, 2012
Latest filed: Mar 10, 2026
Organised: Corporation, AL
Website: mmsfamily.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW DONALD RICE	n/a	BIRMINGHAM, AL	20	23	n/a	no
DONALD RAY RICE	Certified Financial Planner	BIRMINGHAM, AL	20	38	n/a	no
AUDREA RICE ROBBINS	n/a	BIRMINGHAM, AL	20	28	n/a	no
David Alan Wiggins	n/a	BIRMINGHAM, AL	6	10	n/a	no
Skyler Aaron Trawick	n/a	BIRMINGHAM, AL	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RICE, ANDREW, DONALD	PRESIDENT, CHIEF FINANCIAL OFFICER	Na	yes	01/2002	Mar 29, 2012	Jan 30, 2024
RICE, DONALD, RAY	DIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER	E	yes	09/1992	Mar 29, 2012	Jan 30, 2024
RICE, GWENDOLYN, RICHARDS	Director	B	yes	09/1992	Mar 29, 2012	Jan 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NATIONAL ADVISORS TRUST SERVICES	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$443M	$426M	12	7	0	n/a	n/a
2024	Feb 5, 2025	$389M	$376M	12	4	0	n/a	n/a
2023	Jan 30, 2024	$352M	$344M	11	4	0	n/a	n/a
2022	Feb 22, 2023	$314M	$305M	11	4	0	n/a	n/a
2021	Feb 17, 2022	$340M	$334M	10	4	0	n/a	n/a
2020	Mar 17, 2021	$295M	$290M	9	4	0	n/a	n/a
2019	Mar 24, 2020	$260M	$259M	8	3	0	n/a	n/a
2018	Mar 26, 2019	$234M	$234M	8	3	1	n/a	n/a
2017	Mar 28, 2018	$223M	$223M	8	3	1	n/a	n/a
2016	Mar 28, 2017	$200M	$200M	7	4	n/a	n/a	n/a
2015	Mar 8, 2016	$185M	$185M	7	4	n/a	n/a	n/a
2014	Mar 30, 2015	$194M	$194M	7	4	n/a	n/a	n/a
2013	Mar 19, 2014	$180M	$180M	6	4	n/a	n/a	n/a
2012	Mar 25, 2013	$155M	$155M	6	4	n/a	n/a	n/a
2011	Mar 29, 2012	$141M	$141M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$443M	$389M	13.7%	$314M	12.1%	12	12	0	0

Relationships

Registered with (7)

← Skyler Aaron TrawickAdvisorregistration: current employment
Jan 19, 2026 to presentfactForm ADV
← David Alan WigginsAdvisorregistration: current employment
Sep 18, 2020 to presentfactForm ADV
← AUDREA RICE ROBBINSAdvisorregistration: current employment
Feb 3, 2006 to presentfactForm ADV
← ANDREW DONALD RICEAdvisorregistration: current employment
Jan 26, 2006 to presentfactForm ADV
← DONALD RAY RICEAdvisorregistration: current employment
Jan 26, 2006 to presentfactForm ADV
← DAVID FRANKLIN PAINTERAdvisorregistration: previous registration
Jan 26, 2006 to Apr 25, 2007factForm ADV
← CHRISTOPHER TODD HOLDERAdvisorregistration: previous registration
Jan 26, 2006 to Apr 25, 2007factForm ADV

Controls (3)

← RICE, GWENDOLYN, RICHARDSOwnerDIRECTOR, ownership code B, individual
Mar 29, 2012 to Jan 30, 2024factForm ADV
← RICE, ANDREW, DONALDOwnerPRESIDENT, CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 29, 2012 to Jan 30, 2024factForm ADV
← RICE, DONALD, RAYOwnerDIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Jan 30, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5114c54-18a2-c4dd-7a77-603e8065cd0b
First observed: Mar 29, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MONEY MANAGEMENT SERVICES INC

MONEY MANAGEMENT SERVICES, INC., CRD 106832

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5114c54-18a2-c4dd-7a77-603e8065cd0b

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW DONALD RICE

n/a

BIRMINGHAM, AL

n/a

DONALD RAY RICE

Certified Financial Planner

BIRMINGHAM, AL

n/a

AUDREA RICE ROBBINS

n/a

BIRMINGHAM, AL

n/a

David Alan Wiggins

n/a

BIRMINGHAM, AL

n/a

Skyler Aaron Trawick

n/a

BIRMINGHAM, AL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RICE, ANDREW, DONALD

PRESIDENT, CHIEF FINANCIAL OFFICER

yes

01/2002

Mar 29, 2012

Jan 30, 2024

RICE, DONALD, RAY

DIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER

yes

09/1992

Mar 29, 2012

Jan 30, 2024

RICE, GWENDOLYN, RICHARDS

Director

yes

09/1992

Mar 29, 2012

Jan 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NATIONAL ADVISORS TRUST SERVICES

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$443M

$426M

n/a

2024

Feb 5, 2025

$389M

$376M

n/a

2023

Jan 30, 2024

$352M

$344M

n/a

2022

Feb 22, 2023

$314M

$305M

n/a

2021

Feb 17, 2022

$340M

$334M

n/a

2020

Mar 17, 2021

$295M

$290M

n/a

2019

Mar 24, 2020

$260M

$259M

n/a

2018

Mar 26, 2019

$234M

n/a

2017

Mar 28, 2018

$223M

n/a

2016

Mar 28, 2017

$200M

n/a

2015

Mar 8, 2016

$185M

n/a

2014

Mar 30, 2015

$194M

n/a

2013

Mar 19, 2014

$180M

n/a

2012

Mar 25, 2013

$155M

n/a

2011

Mar 29, 2012

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$443M

$389M

13.7%

$314M

12.1%