Angela Robinson
HMS Investment Advisors · Nashville, Tennessee
Angela Robinson is a fee-only financial advisor at HMS Investment Advisors in Nashville, Tennessee, who holds the CFA credential. HMS Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | HMS Investment Advisors |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $281.9M across 376 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN · CRD 5277632 |
| Exams passed | Series 63 (2007) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hmscm.com |
| Profile |
How Angela's firm compares
- HMS Investment Advisors's average account is about $750,000, from its Form ADV (assets managed divided by 376 accounts).
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Questions about Angela
Is Angela Robinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and HMS Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angela charge for financial advice?
Angela's firm, HMS Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angela Robinson based?
Angela Robinson is based in Nashville, Tennessee.
What credentials does Angela Robinson hold?
Angela Robinson holds the CFA credential.
Is Angela Robinson registered with the SEC?
Yes. Angela Robinson is registered as an investment adviser representative in TN (CRD 5277632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does HMS Investment Advisors manage?
HMS Investment Advisors reports $281.9M across 376 accounts in assets under management.
How do I contact Angela Robinson?
Through Angela's website, www.hmscm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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