HMS CAPITAL MANAGEMENT, LLC
Legal name: HMS INVESTMENT ADVISORS
CRD #149764 SEC #801-78569 NASHVILLE, TN 615-829-7200
SEC Registered
Total AUM
$281.9M
Discretionary
$281.9M
Employees
8
Clients
26
Accounts
376
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $281.9M | $281.9M | $9.2K | 8 | 0 |
| Feb 2025 | $281.9M | $281.9M | $9.2K | 8 | 0 |
| Mar 2024 | $230.2M | $228.8M | $1.4M | 8 | 0 |
| Mar 2023 | $254M | $210.4M | $43.6M | 8 | 0 |
| Oct 2022 | $274.9M | $259.9M | $15M | 8 | 0 |
| Sep 2022 | $274.9M | $259.9M | $15M | 8 | 0 |
| Mar 2022 | $274.9M | $259.9M | $15M | 8 | 0 |
| Dec 2021 | $261.9M | $246.1M | $15.8M | 8 | 0 |
| Jun 2021 | $261.9M | $246.1M | $15.8M | 8 | 0 |
| Apr 2021 | $261.9M | $246.1M | $15.8M | 9 | 0 |
| Mar 2021 | $261.9M | $246.1M | $15.8M | 9 | 0 |
| May 2020 | $220.3M | $211M | $9.3M | 9 | 0 |
| Mar 2020 | $220.3M | $211M | $9.3M | 9 | 0 |
| Mar 2019 | $191M | $190M | $1M | 8 | 1 |
| Jun 2018 | $160.9M | $158.9M | $2M | 8 | 1 |
| Apr 2018 | $160.9M | $158.9M | $2M | 8 | 1 |
| Mar 2018 | $160.9M | $158.9M | $2M | 7 | 1 |
| Dec 2017 | $153.9M | $152M | $1.9M | 7 | 1 |
| Sep 2017 | $140.1M | $137.1M | $3M | 7 | 169 |
| Mar 2017 | $140.1M | $137.1M | $3M | 7 | 169 |
| Apr 2016 | $137.3M | $133.4M | $3.8M | 7 | 179 |
| Mar 2016 | $137.3M | $133.4M | $3.8M | 7 | 200 |
| Jan 2016 | $135.7M | $133M | $2.7M | 7 | 11 |
| Jan 2016 | $135.7M | $133M | $2.7M | 7 | 11 |
| Dec 2015 | $135.7M | $133M | $2.7M | 7 | 11 |
| Mar 2015 | $135.7M | $133M | $2.7M | 7 | 11 |
| Oct 2014 | $125.1M | $124.4M | $677.7K | 7 | 147 |
| Feb 2014 | $125.1M | $124.4M | $677.7K | 7 | 147 |
| Feb 2014 | $125.1M | $124.4M | $677.7K | 7 | 147 |
| Feb 2014 | $125.1M | $124.4M | $677.7K | 7 | 147 |
| Jan 2014 | $125.1M | $124.4M | $677.7K | 7 | 147 |
| Jan 2014 | $125.1M | $124.4M | $677.7K | 7 | 147 |
| Dec 2013 | $115.2M | $114.7M | $449.3K | 7 | 147 |
| Nov 2013 | $115.2M | $114.7M | $449.3K | 7 | 147 |
| Oct 2013 | $115.2M | $114.7M | $449.3K | 7 | 147 |
| Oct 2013 | $115.2M | $114.7M | $449.3K | 7 | 147 |
| Oct 2013 | $115.2M | $114.7M | $449.3K | 7 | 147 |
| Sep 2013 | $115.2M | $114.7M | $449.3K | 7 | 147 |
| Sep 2013 | $115.2M | $114.7M | $449.3K | 7 | 147 |
| Sep 2013 | $115.2M | $114.7M | $449.3K | 7 | 147 |
| Jun 2012 | $64.8M | $64.8M | $0 | 1 | 26 |
| May 2012 | $66M | $64.8M | $1.2M | 1 | 26 |
| May 2012 | $66M | $64.8M | $1.2M | 1 | 26 |
| Apr 2012 | $66M | $64.8M | $1.2M | 1 | 26 |
| Apr 2012 | $66M | $64.8M | $1.2M | 1 | 26 |
| Mar 2012 | $66M | $64.8M | $1.2M | 1 | 26 |
| Mar 2011 | $55.7M | $55.7M | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$281.9M
Discretionary$281.9M
Non-Disc.$9.2K
Employees8
Clients0
DateFeb 2025
Total AUM$281.9M
Discretionary$281.9M
Non-Disc.$9.2K
Employees8
Clients0
DateMar 2024
Total AUM$230.2M
Discretionary$228.8M
Non-Disc.$1.4M
Employees8
Clients0
DateMar 2023
Total AUM$254M
Discretionary$210.4M
Non-Disc.$43.6M
Employees8
Clients0
DateOct 2022
Total AUM$274.9M
Discretionary$259.9M
Non-Disc.$15M
Employees8
Clients0
DateSep 2022
Total AUM$274.9M
Discretionary$259.9M
Non-Disc.$15M
Employees8
Clients0
DateMar 2022
Total AUM$274.9M
Discretionary$259.9M
Non-Disc.$15M
Employees8
Clients0
DateDec 2021
Total AUM$261.9M
Discretionary$246.1M
Non-Disc.$15.8M
Employees8
Clients0
DateJun 2021
Total AUM$261.9M
Discretionary$246.1M
Non-Disc.$15.8M
Employees8
Clients0
DateApr 2021
Total AUM$261.9M
Discretionary$246.1M
Non-Disc.$15.8M
Employees9
Clients0
DateMar 2021
Total AUM$261.9M
Discretionary$246.1M
Non-Disc.$15.8M
Employees9
Clients0
DateMay 2020
Total AUM$220.3M
Discretionary$211M
Non-Disc.$9.3M
Employees9
Clients0
DateMar 2020
Total AUM$220.3M
Discretionary$211M
Non-Disc.$9.3M
Employees9
Clients0
DateMar 2019
Total AUM$191M
Discretionary$190M
Non-Disc.$1M
Employees8
Clients1
DateJun 2018
Total AUM$160.9M
Discretionary$158.9M
Non-Disc.$2M
Employees8
Clients1
DateApr 2018
Total AUM$160.9M
Discretionary$158.9M
Non-Disc.$2M
Employees8
Clients1
DateMar 2018
Total AUM$160.9M
Discretionary$158.9M
Non-Disc.$2M
Employees7
Clients1
DateDec 2017
Total AUM$153.9M
Discretionary$152M
Non-Disc.$1.9M
Employees7
Clients1
DateSep 2017
Total AUM$140.1M
Discretionary$137.1M
Non-Disc.$3M
Employees7
Clients169
DateMar 2017
Total AUM$140.1M
Discretionary$137.1M
Non-Disc.$3M
Employees7
Clients169
DateApr 2016
Total AUM$137.3M
Discretionary$133.4M
Non-Disc.$3.8M
Employees7
Clients179
DateMar 2016
Total AUM$137.3M
Discretionary$133.4M
Non-Disc.$3.8M
Employees7
Clients200
DateJan 2016
Total AUM$135.7M
Discretionary$133M
Non-Disc.$2.7M
Employees7
Clients11
DateJan 2016
Total AUM$135.7M
Discretionary$133M
Non-Disc.$2.7M
Employees7
Clients11
DateDec 2015
Total AUM$135.7M
Discretionary$133M
Non-Disc.$2.7M
Employees7
Clients11
DateMar 2015
Total AUM$135.7M
Discretionary$133M
Non-Disc.$2.7M
Employees7
Clients11
DateOct 2014
Total AUM$125.1M
Discretionary$124.4M
Non-Disc.$677.7K
Employees7
Clients147
DateFeb 2014
Total AUM$125.1M
Discretionary$124.4M
Non-Disc.$677.7K
Employees7
Clients147
DateFeb 2014
Total AUM$125.1M
Discretionary$124.4M
Non-Disc.$677.7K
Employees7
Clients147
DateFeb 2014
Total AUM$125.1M
Discretionary$124.4M
Non-Disc.$677.7K
Employees7
Clients147
DateJan 2014
Total AUM$125.1M
Discretionary$124.4M
Non-Disc.$677.7K
Employees7
Clients147
DateJan 2014
Total AUM$125.1M
Discretionary$124.4M
Non-Disc.$677.7K
Employees7
Clients147
DateDec 2013
Total AUM$115.2M
Discretionary$114.7M
Non-Disc.$449.3K
Employees7
Clients147
DateNov 2013
Total AUM$115.2M
Discretionary$114.7M
Non-Disc.$449.3K
Employees7
Clients147
DateOct 2013
Total AUM$115.2M
Discretionary$114.7M
Non-Disc.$449.3K
Employees7
Clients147
DateOct 2013
Total AUM$115.2M
Discretionary$114.7M
Non-Disc.$449.3K
Employees7
Clients147
DateOct 2013
Total AUM$115.2M
Discretionary$114.7M
Non-Disc.$449.3K
Employees7
Clients147
DateSep 2013
Total AUM$115.2M
Discretionary$114.7M
Non-Disc.$449.3K
Employees7
Clients147
DateSep 2013
Total AUM$115.2M
Discretionary$114.7M
Non-Disc.$449.3K
Employees7
Clients147
DateSep 2013
Total AUM$115.2M
Discretionary$114.7M
Non-Disc.$449.3K
Employees7
Clients147
DateJun 2012
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$66M
Discretionary$64.8M
Non-Disc.$1.2M
Employees1
Clients26
DateMay 2012
Total AUM$66M
Discretionary$64.8M
Non-Disc.$1.2M
Employees1
Clients26
DateApr 2012
Total AUM$66M
Discretionary$64.8M
Non-Disc.$1.2M
Employees1
Clients26
DateApr 2012
Total AUM$66M
Discretionary$64.8M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2012
Total AUM$66M
Discretionary$64.8M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2011
Total AUM$55.7M
Discretionary$55.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--