HMS Investment Advisors

Trust Score 87%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


HMS Investment Advisors, federally registered in 2013, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 6 advisors. HMS Investment Advisors manages $191.0 million and provides investment advisory services for 127 clients (1:22 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,503,937
Hybrid Advisor No
Disciplinary History No
Total AUM $191.0 million
Advisor / Client Ratio 1:22
Headquarters 5130 Ashland City Hwy Nashville, TN 37218
SEC Filings Forms and Brochures    (CRD # 149764)
State(s) Registered AL, AR, FL, KY, LA, TN, TX

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