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, SEC-registered registered investment adviser formed in 2013 and organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional accounts. Advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. HMS does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a dedicated capital allocator.
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 6ANGELA ROBINSON
Founding PrincipalCRD 5277632
Bryan Fastenau
Senior Portfolio ManagerCRD 6937531
PHILIP THOMAS
Director of Business DevelopmentCRD 1158925
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$173M in ETFs
100%
$173M
0%
$519K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $64.9M | 99,771 | 37.47% |
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
Similar firms
REMORA CAPITAL PARTNERS
RIANASHVILLE, TN
MISSION VALUE PARTNERS, LLC
RIANASHVILLE, TN
RAYBURN WEST FINANCIAL SERVICES
RIANASHVILLE, TN
HCIP ADVISORS, LLC
RIANASHVILLE, TN
CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
RIANASHVILLE, TN
TVV CAPITAL
RIANASHVILLE, TN