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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HMS INVESTMENT ADVISORS

HMS CAPITAL MANAGEMENT, LLC, CRD 149764

NASHVILLE, TN

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Search this name across graphsid dfx:ria:c62de096-18ee-5d6a-16b5-239d355c9c29

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 1
Observed: Mar 27, 2012 to Jun 11, 2026
55 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

HMS Investment Advisors

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $282MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $282M
Private client RAUM: $246MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $47.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 376
Individual clients: 90
High net worth clients: 63
Custody, client assets: $196,295
SEC number: 801-78569
CRD: 149764
Filings on the tape: 55
First filed: Mar 27, 2012
Latest filed: Jun 11, 2026
Organised: Limited Liability Company, TN
Website: hmscm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANA MOORE BRISENDINE	n/a	NASHVILLE, TN	17	19	1	no
ANGELA M ROBINSON	Chartered Financial Analyst	NASHVILLE, TN	17	19	1	no
GEORGE BULLARD STADLER	Chartered Financial Analyst	NASHVILLE, TN	17	17	n/a	no
PHILIP PATRICK THOMAS	n/a	NASHVILLE, TN	13	43	2	no
PORTIA H. WELLS	Certified Financial Planner	NASHVILLE, TN	10	21	1	no
Bryan Fastenau	Chartered Financial Analyst	NASHVILLE, TN	8	38	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
THE 576 INCOME FUND, LP	Hedge Fund	$12.8M	Oct 20, 2022	20	Dec 22, 2015	dropped	021-11111111
THE 576 GROWTH FUND, LP	Hedge Fund	$9.3M	Oct 20, 2022	13	Dec 8, 2017	dropped	021-1717316
THE 576 PREMIUM ADVANTAGE FUND, LP	Hedge Fund	$0	May 7, 2020	0	Mar 30, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRISENDINE, DANA, MOORE	MEMBER; CHIEF COMPLIANCE OFFICER	C	yes	03/2009	Mar 27, 2012	Mar 22, 2024
ROBINSON, ANGELA, M	Member	C	yes	03/2009	Mar 27, 2012	Mar 22, 2024
STADLER, GEORGE, BULLARD	Member	C	yes	03/2009	Mar 27, 2012	Mar 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$282M	$282M	8	6	0	n/a	n/a
2024	Feb 7, 2025	$282M	$282M	8	6	0	n/a	n/a
2023	Mar 22, 2024	$230M	$229M	8	6	0	n/a	n/a
2022	Mar 15, 2023	$254M	$210M	8	6	0	n/a	n/a
2021	Mar 23, 2022	$275M	$260M	8	6	0	2	$22.1M
2020	Mar 15, 2021	$262M	$246M	9	7	0	2	$22.1M
2019	Mar 27, 2020	$220M	$211M	9	7	0	3	$22.6M
2018	Mar 18, 2019	$191M	$190M	8	6	0	3	$16.7M
2017	Mar 20, 2018	$161M	$159M	7	5	0	3	$16.7M
2016	Mar 30, 2017	$140M	$137M	7	5	n/a	2	$10.8M
2015	Apr 29, 2016	$137M	$133M	7	5	n/a	1	$2.0M
2014	Mar 18, 2015	$136M	$133M	7	5	n/a	n/a	n/a
2013	Jan 27, 2014	$125M	$124M	7	5	n/a	n/a	n/a
2011	Mar 27, 2012	$66.0M	$64.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$282M	$282M	0.0%	$254M	3.5%	8	8	0	0

Relationships

Registered with (7)

← Bryan FastenauAdvisorregistration: current employment
Apr 24, 2018 to presentfactForm ADV
← PORTIA H. WELLSAdvisorregistration: current employment
Feb 4, 2016 to presentfactForm ADV
← PHILIP PATRICK THOMASAdvisorregistration: current employment
Aug 19, 2013 to presentfactForm ADV
← GEORGE BULLARD STADLERAdvisorregistration: current employment
Apr 28, 2009 to presentfactForm ADV
← DANA MOORE BRISENDINEAdvisorregistration: current employment
Apr 7, 2009 to presentfactForm ADV
← ANGELA M ROBINSONAdvisorregistration: current employment
Apr 7, 2009 to presentfactForm ADV
← BRIAN RAY DUNSTONAdvisorregistration: previous registration
Apr 20, 2012 to May 9, 2014factForm ADV

Controls (3)

← STADLER, GEORGE, BULLARDOwnerMEMBER, ownership code C, individual
Mar 27, 2012 to Mar 22, 2024factForm ADV
← BRISENDINE, DANA, MOOREOwnerMEMBER; CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 27, 2012 to Mar 22, 2024factForm ADV
← ROBINSON, ANGELA, MOwnerMEMBER, ownership code C, individual
Mar 27, 2012 to Mar 22, 2024factForm ADV

Advises (3)

→ THE 576 GROWTH FUND, LPPrivate fundHedge Fund, IA, no longer reported
Dec 8, 2017 to Oct 20, 2022factForm ADV
→ THE 576 INCOME FUND, LPPrivate fundHedge Fund, IA, no longer reported
Dec 22, 2015 to Oct 20, 2022factForm ADV
→ THE 576 PREMIUM ADVANTAGE FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2017 to May 7, 2020factForm ADV

Dated events

Occurred
Sep 9, 2013
First Form ADV filing
Hms Investment Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c62de096-18ee-5d6a-16b5-239d355c9c29
First observed: Mar 27, 2012
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HMS INVESTMENT ADVISORS

HMS CAPITAL MANAGEMENT, LLC, CRD 149764

NASHVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c62de096-18ee-5d6a-16b5-239d355c9c29

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANA MOORE BRISENDINE

n/a

NASHVILLE, TN

ANGELA M ROBINSON

Chartered Financial Analyst

NASHVILLE, TN

GEORGE BULLARD STADLER

Chartered Financial Analyst

NASHVILLE, TN

n/a

PHILIP PATRICK THOMAS

n/a

NASHVILLE, TN

PORTIA H. WELLS

Certified Financial Planner

NASHVILLE, TN

Bryan Fastenau

Chartered Financial Analyst

NASHVILLE, TN

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

THE 576 INCOME FUND, LP

Hedge Fund

$12.8M

Oct 20, 2022

Dec 22, 2015

dropped

021-11111111

THE 576 GROWTH FUND, LP

Hedge Fund

$9.3M

Oct 20, 2022

Dec 8, 2017

dropped

021-1717316

THE 576 PREMIUM ADVANTAGE FUND, LP

Hedge Fund

May 7, 2020

Mar 30, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRISENDINE, DANA, MOORE

MEMBER; CHIEF COMPLIANCE OFFICER

yes

03/2009

Mar 27, 2012

Mar 22, 2024

ROBINSON, ANGELA, M

Member

yes

03/2009

Mar 27, 2012

Mar 22, 2024

STADLER, GEORGE, BULLARD

Member

yes

03/2009

Mar 27, 2012

Mar 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$282M

n/a

2024

Feb 7, 2025

$282M

n/a

2023

Mar 22, 2024

$230M

$229M

n/a

2022

Mar 15, 2023

$254M

$210M

n/a

2021

Mar 23, 2022

$275M

$260M

$22.1M

2020

Mar 15, 2021

$262M

$246M

$22.1M

2019

Mar 27, 2020

$220M

$211M

$22.6M

2018

Mar 18, 2019

$191M

$190M

$16.7M

2017

Mar 20, 2018

$161M

$159M

$16.7M

2016

Mar 30, 2017

$140M

$137M

n/a

$10.8M

2015

Apr 29, 2016

$137M

$133M

n/a

$2.0M

2014

Mar 18, 2015

$136M

$133M

n/a

2013

Jan 27, 2014

$125M

$124M

n/a

2011

Mar 27, 2012

$66.0M

$64.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$282M

0.0%

$254M

3.5%