Bryan Fastenau
Investment adviser representative at Hms Investment Advisors
38 yearsExperience
1 stateRegistered in
CFADesignation
$281.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
38 years in the industry.
- Hms Investment AdvisorsApr 2018 to now
- Hms Capital Management, LLCApr 2018 to now
- US TrustMar 1988 to Feb 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Hms Investment Advisors
Legal name: Hms Capital Management, LLC
$281.9MAssets managed
162Clients
6Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6937531
- Firm CRD
- 149764