HMS Investment Advisors
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 149764
- Registered since
- October 8, 2013
- Website
- www.hmscm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PINNACLE FINANCIAL PARTNERS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.1%
- Individuals21.07%
- Charitable Organizations12.07%
- Corporations / Businesses0.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
HMS Investment Advisors is an independent, individually owned LLC that acts as a registered investment adviser. The firm is SEC-registered (registered in 2013) and positions itself primarily as a wealth manager for individuals, families and some institutional clients. Core services listed include financial planning and portfolio management for individuals and small businesses. Its billing options include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents11%
- State & Local Bonds6%
- Investment Grade Corp Bonds5%
Contacts
3 of 6
Angela Robinson
Founding PrincipalCRD 5277632
Bryan Fastenau
Senior Portfolio ManagerCRD 6937531
Portia Wells
Director of Client Development, Family Wealth AdvisorCRD 4843365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$161M in ETFs
100%
$160M
0%
$643K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $39.3M | 51,506 | 24.45% |
Location
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 5130 Ashland City Hwy
- Time zone
- CT (UTC-6)
- Office locations
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