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Dana Moore Brisendine

HMS CAPITAL MANAGEMENT, LLC·NASHVILLE, Tennessee
Unclaimed Profile
5130 ASHLAND CITY HWY, NASHVILLE, TN 37218CRD# 2360831Firm CRD# 149764
01

About

Dana Moore Brisendine is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with HMS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HMS CAPITAL MANAGEMENT, LLC
HMS INVESTMENT ADVISORS
AUM
$230M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2360831
Firm CRD# 149764
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dana Moore Brisendine offer?
Dana Moore Brisendine specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Dana Moore Brisendine's credentials?
Dana Moore Brisendine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Moore Brisendine located?
Dana Moore Brisendine is based in NASHVILLE, Tennessee, working with HMS CAPITAL MANAGEMENT, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Dana Moore Brisendine charge for services?
Dana Moore Brisendine's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HMS CAPITAL MANAGEMENT, LLC?
HMS CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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