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H•• I••••••••• A•••••••

Outsourced family office provider· Nashville, TN

Outsourced family office provider, based in Nashville, TN.

Composed from this office's classification, location and record.

Regulatory AUM
$282M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Team (5)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 90% · 98 observations · 4 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)5 people · 0 investments · 120 public positions · 45 events

Why this class: HMS Capital Management sells a Family Wealth Advisor service that acts as a family CFO to many client families..

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 53% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
unknown
Headquarters
Nashville, TN
Office address
••• Locked
Business phone
••• Locked
Website
h••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $267M. Regulatory AUM $282M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$282M as of Mar 18, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Oct 8, 2013 · 8 employeesFact
Client mix (Form ADV 5.D)
Individuals: 90 ($59.4M); Corporations: 2 ($2.1M); Charitable organizations: 6 ($34.0M); Other investment advisers: 1 ($82); High net worth individuals: 63 ($186M)Fact
Form 13F
$267M across 120 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 90%HMS Capital Management sells a Family Wealth Advisor service that acts as a family CFO to many client families.Factverifiedh••••.com“••• Locked”
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('asset allocation consulting and family office services')Inference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
5 peopleshow
PersonTitleResponsibilityBusiness contactSource
A••••• M• R•••••••MemberLeadershipnone on record
D••• M• B•••••••••PresidentLeadership
phone: ••• Locked (published by the subject, Jul 7, 2025)
sec.gov Fact
G••••• B•••••• S••••••MemberLeadershipnone on record
D••• B•••••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Jul 21, 2026)
sec.gov Fact
D••• M•••• B•••••••••Member; Chief Compliance OfficerOperations and financenone on record
Office contact points
Business phone: ••• Locked (published by the subject) h••••.com
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) h••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$259M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
FundTypeGross asset valueRelated shareReportedForm D
T•• 5•• I••••• F•••• L• · no longer reportedHedge Fund$12.8M
Oct 20, 2022
8%Dec 22, 2015 to Mar 15, 2023021-11111111
T•• 5•• G••••• F•••• L• · no longer reportedHedge Fund$9.3M
Oct 20, 2022
1%Dec 8, 2017 to Mar 15, 2023021-1717316
T•• 5•• P•••••• A•••••••• F•••• L• · no longer reportedHedge Fund$0
May 7, 2020
0%Mar 30, 2017 to Mar 15, 2021
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 120 for the quarter ended Jun 30, 2026; $217M shown of $267M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$39.1M52,35014.6%
I•••••• T•IBOXX INV CP ETF$16.6M152,6326.2%
I•••••• T•MSCI EAFE ETF$15.5M149,0055.8%
I•••••• Q•• T•UNIT SER 1$14.9M20,1735.6%
M••••• T••••••••• I••COM$14.0M12,1155.2%
N••••• C•••••••••COM$8.3M41,3173.1%
F•••• T• E••••••••• F•NASDQ CLN EDGE$7.6M39,8842.9%
S••• S••••• T••••ST STR CONV ETF$7.1M65,6532.6%
I•••••• T•MSCI EMG MKT ETF$6.5M95,3742.4%
B••••••• I••COM$5.1M13,5371.9%
G•••••• S•••• G•••• I••COM$5.1M5,0051.9%
I•••••• T•RUS 1000 VAL ETF$5.0M20,6001.9%
A••••••• M•••• D•••••• I••COM$4.9M8,4141.8%
A••••••• I••CAP STK CL A$4.4M12,4301.7%
I•••••• T•NATIONAL MUN ETF$4.1M38,3181.5%
A•••• I••COM$4.0M13,8041.5%
S••••• S••••• S••• T•ST STR ENERG ETF$3.5M66,1971.3%
M•••••••• C•••COM$3.4M9,2021.3%
I•••••• T•IBOXX HI YD ETF$3.3M40,7161.2%
A••••• C•• I••COM$3.2M13,4801.2%
J••••••• C•••• • C•COM$3.1M9,5061.2%
M••••••• C•••COM$2.9M3,7841.1%
I•••••• T•RUS MD CP GR ETF$2.8M19,0301.0%
B••• O• A••• C•••COM$2.5M43,4210.9%
P••••••••• C•••COM$2.4M2,5040.9%
G••••• X• F••ARTIFICIAL ETF$2.4M36,6780.9%
M••• P•••••••• I••CL A$2.3M4,0520.9%
V••••••• I•••• F••S&P 500 ETF SHS$2.2M3,1970.8%
I•••••• T•RUS 1000 GRW ETF$2.2M17,4840.8%
E•• L•••• • C•COM$2.0M1,6570.7%
B•••••• H••••••• I••COM$1.9M10,8070.7%
H•• H••••••••• I••COM$1.9M4,7740.7%
N•••••• I•••COM$1.8M24,7960.7%
W•••••• I••COM$1.7M14,9580.6%
W•••• M••• I•• D••COM$1.6M7,1740.6%
M••••••••• I•••••••••CL A$1.6M3,0310.6%
M••••••• S•••••••• I••COM NEW$1.5M3,6190.6%
C•••••• S•• U•• I••COM$1.5M7420.5%
C•••••• D••••• S••••• I••COM$1.4M3,8310.5%
U••••• R•••••• I••COM$1.4M1,2630.5%
Changes between the last two quarters
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Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
3show
Signals and timeline
9show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 9 events. 13F position changes are under Public stakes and holdings.

Sources and evidence
98show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 98 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (4)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($281,932,427)
+6 F••• D• v••••••• l•••••
+0 r••• (973)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalServices descriptionMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-18Mar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)ASSET ALLOCATION CONSULTING AND FAMILY OFFICE SERVICESMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)0Mar 22, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNMar 22, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, otherMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2013-10-08Mar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Branch offices1Sep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients63Mar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 90; RAUM usd: 59,410,629; Fewer than 5: no; Corporations: clients: 2; RAUM usd: 2,149,586; Fewer than 5: no; Charitable organizations…Mar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Employees8Mar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions120Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions115Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions103Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions107Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions106Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions104Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions107Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$267MJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$259MMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$242MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$238MSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$222MJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$180MMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$207MDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNashville, TNJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNashville, TNMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNashville, TNMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersNashville, TNDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNashville, TNSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNashville, TNJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNashville, TNMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNashville, TNDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) h••••.comFact
Portfolio listedC••••••••• C••••••• P•••••• A•• •••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Portfolio page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Portfolio page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Private funds advised0Mar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)376Mar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$186MMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$282MMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows3Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) h••••.comFact
Website••• LockedMar 18, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website robotsdisallowedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h••••.comFact

Not yet on record: direct investments, decision makers.