HRC Wealth Management provides financial planning and portfolio management for individuals and small businesses.
HRC Wealth Management reports 878 clients. They include 750 individual clients and 128 high-net-worth individuals. Of its assets, 100.0% ($487M across 1,845 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 34% |
| High-net-worth individuals | 15% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 750 | $168M | 34.4% | $223K |
| High-net-worth individuals | 128 | $320M | 65.6% | $2.5M |
| Total | 878 | $487M | 100% | $555K |
- Clients
- 750
- Regulatory AUM
- $168M
- AUM share
- 34.4%
- Avg. per client
- $223K
- Clients
- 128
- Regulatory AUM
- $320M
- AUM share
- 65.6%
- Avg. per client
- $2.5M
Total
- Clients
- 878
- Regulatory AUM
- $487M
- AUM share
- 100%
- Avg. per client
- $555K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
HRC Wealth Management charges 0.25%–1.00% a year for its Comprehensive Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
Eric Kiblen Financial Services, Inc. owns 25% to 50% of HRC Wealth Management and is in turn owned by Eric Kiblen (75% or more). The leadership team of HRC Wealth Management includes Chief Compliance Officer Jerald Lewis. It has 8 employees.
Leadership
- Jerald LewisChief Compliance Officer/ Managing Member
Eric KiblenManaging Member
Cade KonenManaging Member- Christopher WalkerManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 8 in advisory functions
- 6 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 25% to 50% of HRC Wealth Management, LLC
Eric Kiblen Financial Services, Inc.
Control person · since January 2021
- Owns 75% or more of Eric Kiblen Financial Services, Inc.
Eric Kiblen
Control person · since January 2021
- Owns 25% to 50% of HRC Wealth Management, LLC
Jbsa, PLLC
Control person · since January 2021
- Owns 75% or more of Jbsa, PLLC
Jerald Lewis
Control person · since January 2021
- Owns 25% to 50% of HRC Wealth Management, LLC
CLK, PLLC
Control person · since January 2021
- Owns 75% or more of CLK, PLLC
Cade Konen
Control person · since January 2021
- Owns 25% to 50% of HRC Wealth Management, LLC
Walker Financial Services, LLC
Control person · since September 2021
- Owns 75% or more of Walker Financial Services, LLC
Christopher Walker
Control person · since September 2021
HRC Wealth Management’s regulatory assets grew 1.9× from $250M (February 2021) to $487M (March 2026); clients rose from 765 to 878 and employees fell from 10 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $487M | 878 | 8 | 1 |
| March 2025 | $405M | 886 | 8 | 1 |
| February 2024 | $330M | 886 | 8 | 1 |
| February 2023 | $266M | 870 | 8 | 1 |
| March 2022 | $320M | 815 | 10 | 2 |
| February 2021 | $250M | 765 | 10 | 2 |
Besides its headquarters, HRC Wealth Management has 0 offices, with 1 listed address in Idaho.
Idaho · 1 listed address
- 315 S. Almon, MoscowHQ
Other business names
HRC Wealth Management has reported 1 other business name to the SEC.
- Hayden Ross
Contact and registration details
- Legal name
- HRC Wealth Management, LLC
- Headquarters
- 315 S. Almon, Moscow, ID 83843
- Website
- haydenross.com
- Phone
- 208-882-5547
- SEC file
- 801-106855
- Structure
- Idaho LLC
- Fiscal year end
- December
HRC Wealth Management uses Charles Schwab ($487M) as custodian for its separately managed accounts. HRC Wealth Management has custody of $219M in client assets for 595 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $487M100%
At year end, HRC Wealth Management’s separately managed accounts were mostly in funds (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $244M across 65 positions; the largest are Schwab Strategic TR (31.0%), Schwab Strategic TR (18.5%) and Schwab Strategic TR (15.0%).
What the accounts hold
- Stocks6%
- Funds89%
- Cash5%
Reported 13F holdings
- $244M
- Reported 13F value
- 65
- Positions
- 85.8%
- In the 10 largest
- +15.5%
- Value vs. prior quarter
- Schwab Strategic TR · US Lcap GR ETF31.0%
- Schwab Strategic TR · US Lcap VA ETF18.5%
- Schwab Strategic TR · US Lrg Cap ETF15.0%
- Vanguard Index Fds · Mcap GR Idxvip8.0%
- SPDR Series Trust · ST Str Sp600grwo3.8%
- Schwab Strategic TR · US Dividend EQ3.6%
- Apple Inc.2.8%
- Vanguard Intl Equity Index F · TT Wrld ST ETF1.0%
- Invesco Qqq TR · Unit Ser 11.0%
- Nvidia Corporation1.0%
Together, the ten largest are 85.8% of reported value.
How many clients does HRC Wealth Management have?
HRC Wealth Management has 878 clients and manages $487 million for them, as of March 2026. They include 750 individual clients and 128 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does HRC Wealth Management offer?
HRC Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does HRC Wealth Management charge?
HRC Wealth Management charges 0.25%–1.00% a year for its Comprehensive Asset Management. The fee is billed in advance and is negotiable.
Which custodians does HRC Wealth Management use?
HRC Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $487M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does HRC Wealth Management have?
HRC Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does HRC Wealth Management invest in?
At the end of its last fiscal year, HRC Wealth Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns HRC Wealth Management?
HRC Wealth Management is owned through holding companies by Eric Kiblen, Jerald Lewis, Cade Konen and Christopher Walker. Its direct owners are Eric Kiblen Financial Services, Inc., Jbsa, PLLC, CLK, PLLC and Walker Financial Services, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does HRC Wealth Management get paid?
HRC Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is HRC Wealth Management registered with the SEC?
Yes, HRC Wealth Management has been registered with the SEC as an investment adviser since 2 November 2015. Its CRD number is 117212 and its SEC file number is 801-106855.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact HRC Wealth Management?
HRC Wealth Management’s main office is at 315 S. Almon, Moscow, ID 83843. Its phone number is 208-882-5547. Its website is haydenross.com.