Wealth manager, independent · Moscow, ID
HRC Wealth Management, LLC
SEC-registered investment adviser · CRD 117212 · SEC 801-106855
At a glance
HRC Wealth Management, LLC is an SEC-registered investment adviser based in Moscow, Idaho, with $487 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 878 individual clients. By Form ADV it is a wealth manager, ranked 2,957th of 8,915 wealth managers and 7,934th of 17,210 SEC-registered advisers by assets.
Main office 208-882-5547haydenross.comAs filed on Form ADV
- Regulatory AUM
- $487M
- Rank among wealth managers
- #2,957 of 8,915
- Rank among all SEC RIAs
- #7,934 of 17,210
- Rank in Idaho
- #24 of 54
- Individual clients
- 878
- High-net-worth clients
- 128
- Accounts
- 1,845
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Jerald B. LewisChief Compliance Officer/ Managing Member
- Cade L. KonenManaging Member
- Christopher A. WalkerManaging Member
- Eric J. KiblenManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
HRC Wealth Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 128 | $320M | 66% |
| Individuals | 750 | $168M | 34% |
Disciplinary disclosures
HRC Wealth Management, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗haydenross.com ↗
AtlasMembers
The full record on HRC Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,507 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does HRC Wealth Management, LLC manage?
HRC Wealth Management, LLC reports $487 million in regulatory assets under management across 1,845 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is HRC Wealth Management, LLC?
HRC Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are HRC Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($320 million, 128 clients); individuals ($168 million, 750 clients).
Does HRC Wealth Management, LLC have any disciplinary history?
HRC Wealth Management, LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is HRC Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →