Hms Capital Management, Llc
- Regulatory AUM
- $282M
- Discretionary
- $282M
- Clients
- 162
- Avg AUM / client
- $1.7M
- Accounts
- 376
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $59.4M | 21.1% |
| High net worth individuals | 63 | $186M | 66.1% |
| Charitable organizations | 6 | $34.0M | 12.1% |
| Other investment advisers | 1 | $82 | 0.0% |
| Corporations and other businesses | 2 | $2.1M | 0.76% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angela M Robinson | Member | CFA | Mar 2009 (17y) | 25% – 50% |
| Dana Moore Brisendine | Member; Chief Compliance Officer | Mar 2009 (17y) | 25% – 50% | |
| George Bullard Stadler | Member | CFA | Mar 2009 (17y) | 25% – 50% |
| Philip Patrick Thomas | Registered representative | Aug 2013 (13y) | ||
| Portia H. Wells | Registered representative | CFP | Feb 2016 (10y) | |
| Bryan Fastenau | Registered representative | CFA | Apr 2018 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 969 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $123M (43% of AUM) Jun 2026
- Charles Schwab & Co. $116M (41% of AUM) Jun 2026
- Interactive Brokers $79.6M (29% of AUM) Mar 2022
- National Financial Services (Fidelity) $64.2M (23% of AUM) Mar 2022
- Pinnacle Financial Partners $38.5M (14% of AUM) Jun 2026
- Fidelity Distributors Company Llc $33.1M (15% of AUM) May 2020
- Fidelity Investments Institutional Services Company, Inc. $30.0M (16% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗