HRC Wealth Management, LLC

RIASEC Registered

Total AUM

$487M

Discretionary

$487M

100% of AUM

Avg account

$264K

Accounts

1,845

Employees

8

Advisory reps

7

Firm details

Headquarters: Moscow, Idaho
CRD number: 117212
Registered since: November 2, 2015
Website: haydenross.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI65.62%
Individuals34.38%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

HRC Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm is SEC-registered (registered in 2015) and charges clients fees based on a percentage of assets under management. Its primary advisory activities are financial planning and portfolio management for individuals and small businesses. HRC reports no emphasis on ESG investing, does not function as a capital allocator, and is not structured as a multi-state or pension consultant adviser. The firm lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds89%
Exchange Traded Equities6%
Cash & Cash Equivalents5%

Contacts

3 of 7

Mark Watson
SupervisorCRD 5870245
Jerald Lewis
Managing PartnerCRD 4483202
Eric Kiblen
Wealth Management AdvisorCRD 4125488

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 42

Active vs passive

$236M in ETFs

Passive

91%

$215M

Active

<1%

$21.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)	Schwab	Passive	Large Growth	$79.9M	2,222,749	33.79%

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Primary office

Moscow, ID

Latah

Location

Moscow, ID

Headquartered in Moscow, ID, anchoring the Pullman-Moscow, WA-ID metro in the West.

Metro area: Pullman-Moscow, WA-ID
Region: West
County: Latah
Address: 315 S Almon St
Time zone: MT (UTC-7)
Office locations

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