DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hrc Wealth Management, LLC
Latest filing Mar 23, 2026
First filing on the tape Feb 7, 2012 · 27 filings
SEC status approved since Nov 2, 2015
RAUM
$487M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$487M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$69.6M
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$487M as of Mar 23, 2026
Mar 30, 2012$66.4M then
HNW client RAUM$320M as of Mar 23, 2026
Mar 7, 2018$26.9M then
State-registered IARs (5.B.3)6 as of Mar 23, 2026
Mar 30, 20120 then
Employees (5.A)8 as of Mar 23, 2026
Feb 23, 20168 then
Private funds: no history
RAUM +20% over the last fiscal year+22% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $69.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 125derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $264,178derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $219M, 595 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$320M66%
- Individuals$168M34%
- Individual clients
- 750reported
- HNW clients
- 128reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,845reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $219M for 595 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Cade Leigh KonenPersonal Financial Specialist | Moscow, Id | Dec 17, 1999 | 26 y | 0 |
| Jerald Bradley LewisCertified Financial Planner, Personal Financial Specialist | Moscow, Id | Dec 17, 1999 | 26 y | 0 |
| Nathan Scott StrongPersonal Financial Specialist | Moscow, Id | Dec 17, 1999 | 26 y | 0 |
| Mark Alan Watson | Moscow, Id | Jan 7, 2011 | 16 y | 0 |
| Eric Joseph Kiblen | Moscow, Id | Feb 27, 2018 | 24 y | 1 |
| Christopher Aaron WalkerCertified Financial Planner, Chartered Financial Consultant | Moscow, Id | Jan 15, 2020 | 17 y | 1 |
| Makayla Marie Baldus | Moscow, Id | Feb 11, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Cotton Lee Sears to LPL Financial LLCAug 5, 2022 · RIA to RIA
- Kaitlin Christine Jones to Northstar Financial Management, Inc.Oct 3, 2017 · Other
Joined, latest
- Christopher Aaron Walker from Northwestern Mutual Investment Services,LLCJan 15, 2020 · Other
- Cotton Lee Sears from LPL Financial LLCJan 11, 2019 · Other
- Eric Joseph Kiblen from LPL Financial LLCFeb 27, 2018 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Eric Kiblen · Managing Membercontrolsince 01/2021 · owns less than 5%
- Leigh Cade Konen · Managing Membercontrolsince 07/2012 · owns less than 5%
- Bradley Jerald Lewis · Chief Compliance Officer/ Managing Membercontrolsince 07/2012 · owns less than 5%
- Aaron Christopher Walker · Managing Membercontrolsince 09/2021 · owns less than 5%
- Joseph Eric Kiblen · Ownercontrolsince 01/2021 · owns 75% or more of Eric Kiblen Financial Services, Inc.
- Leigh Cade Konen · Ownercontrolsince 01/2021 · owns 75% or more of Clk, Pllc
- Bradley Jerald Lewis · Ownercontrolsince 01/2021 · owns 75% or more of Jbsa, Pllc
- Aaron Christopher Walker · Ownercontrolsince 09/2021 · owns 75% or more of Walker Financial Services, LLC
Entity owners
- Clk, Pllc · Ownerdirect · owns 25% to 50%
- Eric Kiblen Financial Services, Inc. · Ownerdirect · owns 25% to 50%
- Jbsa, Pllc · Ownerdirect · owns 25% to 50%
- Walker Financial Services, LLC · Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Hayden Ross Pllcinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Moscow, Id · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,771 to 1,845Mar 12, 2025 to Mar 23, 2026
- HNW clients · 125 to 128Mar 12, 2025 to Mar 23, 2026
- Individual clients · 761 to 750Mar 12, 2025 to Mar 23, 2026
- Assets in custody · $120M to $219MMar 12, 2025 to Mar 23, 2026
- Financial planning clients · 1-10 to 0Mar 12, 2025 to Mar 23, 2026
- Discretionary RAUM · $405M to $487MMar 12, 2025 to Mar 23, 2026
- HNW RAUM · $287M to $320MMar 12, 2025 to Mar 23, 2026
- Individual RAUM · $118M to $168MMar 12, 2025 to Mar 23, 2026
- RAUM · $405M to $487MMar 12, 2025 to Mar 23, 2026
- Accounts · 1,719 to 1,771Feb 20, 2024 to Mar 12, 2025
- Financial planning clients · 1-10 to 1-10Feb 20, 2024 to Mar 12, 2025
- Discretionary RAUM · $330M to $405MFeb 20, 2024 to Mar 12, 2025
- HNW RAUM · $219M to $287MFeb 20, 2024 to Mar 12, 2025
- Individual RAUM · $111M to $118MFeb 20, 2024 to Mar 12, 2025
- RAUM · $330M to $405MFeb 20, 2024 to Mar 12, 2025
- Accounts · 1,673 to 1,719Feb 24, 2023 to Feb 20, 2024
- HNW clients · 97 to 125Feb 24, 2023 to Feb 20, 2024
- Individual clients · 773 to 761Feb 24, 2023 to Feb 20, 2024
- Assets in custody · $97.7M to $120MFeb 24, 2023 to Feb 20, 2024
- Financial planning clients · unset to 1-10Feb 24, 2023 to Feb 20, 2024
- Discretionary RAUM · $266M to $330MFeb 24, 2023 to Feb 20, 2024
- HNW RAUM · $159M to $219MFeb 24, 2023 to Feb 20, 2024
- Individual RAUM · $107M to $111MFeb 24, 2023 to Feb 20, 2024
- RAUM · $266M to $330MFeb 24, 2023 to Feb 20, 2024
- Accounts · 1,614 to 1,673Sep 2, 2022 to Feb 24, 2023
- Advisory employees · 10 to 8Sep 2, 2022 to Feb 24, 2023
- BD registered reps · 3 to 2Sep 2, 2022 to Feb 24, 2023
- HNW clients · 120 to 97Sep 2, 2022 to Feb 24, 2023
- Individual clients · 695 to 773Sep 2, 2022 to Feb 24, 2023
- Assets in custody · $94.7M to $97.7MSep 2, 2022 to Feb 24, 2023
- Employees · 10 to 8Sep 2, 2022 to Feb 24, 2023
- State-registered IARs · 7 to 6Sep 2, 2022 to Feb 24, 2023
- Discretionary RAUM · $320M to $266MSep 2, 2022 to Feb 24, 2023
- HNW RAUM · $214M to $159MSep 2, 2022 to Feb 24, 2023
- Individual RAUM · $106M to $107MSep 2, 2022 to Feb 24, 2023
- RAUM · $320M to $266MSep 2, 2022 to Feb 24, 2023
- Other offices · 1 to 0Mar 10, 2022 to Aug 5, 2022
- Accounts · 1,415 to 1,614Sep 27, 2021 to Mar 10, 2022
- Advisory activities · 3 to 2Sep 27, 2021 to Mar 10, 2022
- HNW clients · 95 to 120Sep 27, 2021 to Mar 10, 2022
Signals
7 dated events
- Cotton Lee Sears left Hrc Wealth Management, Llc for Lpl Financial Llc (registered 2022-08-10)Aug 5, 2022 · Advisor changed firm · fact
- Aaron Christopher Walker (Partner) appeared on Schedule A of Hrc Wealth Management, LlcSep 27, 2021 · Control person joined · fact
- Joseph Eric Kiblen (Partner) appeared on Schedule A of Hrc Wealth Management, LlcMar 7, 2020 · Control person joined · fact
- Scott Nathan Strong (Member) no longer on Schedule A of Hrc Wealth Management, Llc (listed 2019-05-30, absent 2019-10-01)Oct 1, 2019 · Control person left · inference
- Evan David Jones (Member) no longer on Schedule A of Hrc Wealth Management, Llc (listed 2019-05-30, absent 2019-05-30)May 30, 2019 · Control person left · inference
- Robert James Pilcher (Member) no longer on Schedule A of Hrc Wealth Management, Llc (listed 2018-03-07, absent 2019-03-25)Mar 25, 2019 · Control person left · inference
- Hrc Wealth Management, Llc filed its initial SEC registration (Form ADV)Oct 22, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 208-882-5547reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- HAYDENROSS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 208-882-5547reportedpublic record, Form ADV, Mar 23, 2026
- Contact form
- haydenross.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $69.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026