HRC Wealth Management, LLC

RIASEC RegisteredEst. 2015

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, fee-based investment adviser organized as an LLC and SEC-registered in 2015. The firm concentrates on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management. HRC reports no affirmative ESG investing stance and does not operate as a multi-state adviser; its industry linkage includes an affiliation with accounting professionals.

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

Cade Konen
PartnerCRD 4554129
Christopher Walker
Wealth Management AdvisorCRD 5628091
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 41

Active vs passive

$234M in ETFs

Passive

91%

$212M

Active

<1%

$22.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)	Schwab	Passive	Large Growth	$75.8M	2,238,645	32.34%

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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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