Hms Investment Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 149764
- SEC number
- 801-78569
- Firm type
- RIA
- Assets under management
- $281.9M as of Jun 11, 2026
- Website
- www.hmscm.com ↗
- Phone
- 615-829-7200
- Address
- 5130 Ashland City Hwy, Nashville, TN, 37218
Advisors at this firm
6 in our index · page 1 of 1
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Dana Moore BrisendineCRD 2360831 · Nashville, TNIA Registered
-
Bryan FastenauCRD 6937531 · Nashville, TNIA Registered
-
Angela M RobinsonCRD 5277632 · Nashville, TNIA RegisteredDisclosure event(s) on record
-
George Bullard StadlerCRD 1228418 · Nashville, TNIA Registered
-
Philip Patrick ThomasCRD 1158925 · Nashville, TNIA Registered
-
Portia H. WellsCRD 4843365 · Nashville, TNIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 149764 ↗
FINRA BrokerCheck record for firm CRD 149764 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.