Hms Investment Advisors
Hms Investment Advisors is an SEC-registered wealth manager in Nashville, TN with $281.9M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Hms Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149764, SEC 801-78569, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $281.9M (2026-06-11)
- Firm type
- Wealth Manager
- Location
- Nashville, TN
- Employees
- 8
- Clients
- 161
- CRD
- 149764
- Ownership
- STADLER, GEORGE, BULLARD; MOORE, DANA, NICOL; HELBIG, ANGELA, M; BRISENDINE, DANA, MOORE; ROBINSON, ANGELA, M
How much AUM does Hms Investment Advisors have?
Hms Investment Advisors reported $281.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Hms Investment Advisors?
Disclosed owners and executives of Hms Investment Advisors include STADLER, GEORGE, BULLARD, MOORE, DANA, NICOL, HELBIG, ANGELA, M, BRISENDINE, DANA, MOORE, ROBINSON, ANGELA, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.