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HMS INVESTMENT ADVISORS
HMS CAPITAL MANAGEMENT, LLC
CRD 149764 · SEC 801-78569
5130 ASHLAND CITY HWY, NASHVILLE, TN, 37218, United States
Phone
615-829-7200
Fax
615-829-7201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.9M
Discretionary AUM
$281.9M
Team
8 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ASSET ALLOCATION CONSULTING AND FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $59.4M |
| High net worth individuals | 63 | $186.4M |
| Charitable organizations | 6 | $34.0M |
| Other investment advisers | 1 | $82 |
| Corporations/business entities | 2 | $2.1M |
States served
AL, TN, TX
All web addresses on file
Official SEC filing: View on IAPD