Investment adviser · CRD 149764

HMS INVESTMENT ADVISORS

Investment adviser filing (IA)

HMS CAPITAL MANAGEMENT, LLC

NASHVILLE, TN, United States · Form ADV filed Jun 11, 2026

Regulatory AUM
$282M
Form ADV · Item 5.F
Client accounts
376
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals63$186,356,32666.1%
Individuals90$59,410,62921.1%
Charities6$34,015,80412.1%
Corporations & businessesFewer than 5$2,149,5860.8%
Other investment advisersFewer than 5$820.0%
Filing source

Form ADV 2112782 · Jun 11, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

THE 576 INCOME FUND, LPHedge Fund · Last reported Oct 20, 2022$12.8MGross asset value
Fund administrator TRIDENT FUND SERVICES ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES GREENWOOD VILLAGE, Colorado, United States
Custodian BANK OF TENNESSEE KINGSPORT, Tennessee, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS FORT WORTH, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES
PCAOB 349

Fund details & source
Fund ID
805-3851575918
Reported beneficial owners
20
Minimum commitment
$500K
Form D file number
021-11111111

Form ADV 1680630 · Oct 20, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

THE 576 GROWTH FUND, LPHedge Fund · Last reported Oct 20, 2022$9.33MGross asset value
Fund administrator TRIDENT FUND SERVICES, INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES, LLP GREENWOOD VILLAGE, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES, LLP
PCAOB 349

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-8253099076
Reported beneficial owners
13
Minimum commitment
$500K
Form D file number
021-1717316

Form ADV 1680630 · Oct 20, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

THE 576 PREMIUM ADVANTAGE FUND, LPHedge Fund · Last reported May 7, 2020$0Gross asset value
Fund administrator TRIDENT FUND SERVICES ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian WINTRUST FUNDS GROUP NORTHBROOK, Illinois, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-9925065004
Reported beneficial owners
0
Minimum commitment
$100K

Form ADV 1421283 · May 7, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 11, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5130 ASHLAND CITY HWY
NASHVILLE, TN, 37218, United States

CRD 149764

Filing source

Form ADV 2112782 · Jun 11, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.