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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- RadialNorth focus
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
Glacier focus
Harbor atlas north
- CRD
- #98848
- Ownership
- 28.1%
Showing 2 of 3 owners & executives
Unlock allContacts
Bryan Fastenau
Senior Portfolio Manager
- CRD
- #6937531
PHILIP PATRICK THOMAS
Director of Business Development
- CRD
- #1158925
Ridge vital
Timber focus
- CRD
- #20832
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
Total SMA Asset: $281,932,427
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,220,929,088 | 26.9% |
| Public Funds | $553,168,211 | 6.7% |
| Cash | $2,617,228,702 | 31.7% |
| Municipal Bonds | $652,243,115 | 7.9% |
| Corporate - Investment Grade | $1,106,336,423 | 13.4% |
| Other | $1,106,336,422 | 13.4% |
| Total | $8,256,241,961 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE VITAL MOMENTUM | GLACIER BRIDGE | 8JMW046IB | DSJP | 7.48% | $26,276,557 |
| HORIZON FOUNDATION VECTOR | CREST VALUE | B3V500UI6 | SKC | 5.49% | $69,158,021 |
| MOMENTUM VALUE FOCUS | HORIZON DELTA | 6SLXHT379 | RYZ | 3.23% | $37,253,884 |
| UNISON ATLAS TIMBER | QUANTUM SUMMIT | T9TV8Z5UT | THF | 6.02% | $27,349,205 |
| NORTH QUANTUM FOCUS | RADIAL MATRIX | EVXHZ0C56 | JFL | 8.35% | $19,446,152 |
| PEAK MATRIX VECTOR | MATRIX LEGACY | LTESO89VW | XHQE | 4.63% | $38,926,978 |
| VALUE PEAK | RADIAL ALPHA | 49F6JNQUM | TFIEE | 11.46% | $52,008,757 |
| PRIME FOUNDATION | ALPHA MOMENTUM | 2QPNAPR4Y | LEQBR | 3.39% | $45,141,601 |