Hms Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 18, 2026, reports $282M in regulatory assets under management, 8 employees, and 376 accounts.
Assets Under Management
$282M
Employees
8
Offices
--
Total Clients
162
Primary office
NASHVILLE, TN
5130 ASHLAND CITY HWY, NASHVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
90
2
HNWI
38.9%
63
3
Charitable
3.7%
6
4
Corporations
1.2%
2
5
Other Advisers
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$282Mas of March 18, 2026
Discretionary100.0%
$282M
100% of total RAUM100.0%
Non-discretionary0.0%
$9K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$282M
Total Accounts376
10Y AUM Change+$142M (+101.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee20:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.