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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-07-2009
- Office Locations
- 1
Office Locations
About HMS Investment Advisors
HMS Capital Management (HMS Investment Advisors) is a Nashville-based RIA providing investment management and wealth planning for individuals and families, including entrepreneurs and those stewarding inherited or liquidity-event wealth. The firm builds diversified portfolios with a heavy use of ETFs and other public funds alongside fixed income. It serves both retail and institutional relationships and custodians include Schwab and Fidelity.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $281.9M between February 7, 2025 and June 11, 2026.
Across 5 reported observations, AUM increased 2.5% between October 20, 2022 and June 11, 2026, from $274.9M to $281.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 162 clients, or 27 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full HMS Investment Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANA MOORE BRISENDINE
Chief Compliance Officer, President
- CRD
- #2360831
- Ownership
- 25% but less than 50%
ANGELA M ROBINSON
Principal
- CRD
- #5277632
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Bryan Fastenau
Senior Portfolio Manager
- CRD
- #6937531
PHILIP PATRICK THOMAS
Director of Business Development
- CRD
- #1158925
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,923,233 | $751,795 |
| Non-Discretionary | $9,194 | $9,194 |
| Total | $281,932,427 | $749,820 |
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Separately Managed Accounts
SMA allocation detail is available
HMS Investment Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
HMS Investment Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.