HMS Capital Management, LLC, is an SEC registered investment advisor located in Nashville, Tennessee, that was founded in 2009.  The firm was founded by Angela Helbig, Dana Moore Brisendine, and George Stadler.


The firm is built on the foundation of engaged ownership. We are an employee owned company, so each member of our team has a vested interest in each and every relationship entrusted to us.



THE FUND'S INVESTMENT ADVISOR

HMS Capital Management, LLC

  • Female Owned & Operated Registered Investment Advisor (67% female ownership)
  • $130MM in assets under management
  • 7 years of operating history
  • Founding principals have 12 years of experience working together as a team
  • SEC registered firm
  • Each investment professional has over 20 years of experience actively managing client portfolios