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George Bullard Stadler

HMS CAPITAL MANAGEMENT, LLC·NASHVILLE, Tennessee
Clean record17 years registeredHMS CAPITAL MANAGEMENT, LLC
5130 ASHLAND CITY HWY, NASHVILLE, TN 37218CRD# 1228418Firm CRD# 149764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Bullard Stadler · NASHVILLE, TN
Registration
CRD #1228418 · HMS CAPITAL MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

Apr 2009present
02

Registrations & Exams

Registration record
First registered · April 28, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HMS CAPITAL MANAGEMENT, LLC
CRD 149764 · SEC 801-78569
AUM
$230M
Regulatory assets under management
Employees
8
365 client accounts
Services offered by HMS CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does George Bullard Stadler offer?
George Bullard Stadler specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are George Bullard Stadler's credentials?
George Bullard Stadler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Bullard Stadler located?
George Bullard Stadler 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 George Bullard Stadler charge for services?
George Bullard Stadler'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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