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
Hiley Hunt Wealth Management, Inc.
Latest filing Jun 12, 2026
First filing on the tape Nov 18, 2019 · 16 filings
SEC status approved since Dec 18, 2019
RAUM
$290M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$287M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$96.5M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$290M as of Jun 12, 2026
Mar 3, 2020$108M then
HNW client RAUM$221M as of Jun 12, 2026
Mar 3, 2020$67.9M then
State-registered IARs (5.B.3)3 as of Jun 12, 2026
Mar 3, 20202 then
Employees (5.A)3 as of Jun 12, 2026
Mar 3, 20202 then
Private funds: no history
RAUM +20% over the last fiscal year+23% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jun 12, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $96.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 88derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $277,348derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 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
- +7.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Custody
- $169M, 238 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)
- 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$221M76%
- Individuals$65.9M23%
- Charitable organizations$1.7M0.6%
- Banks and thrifts$1.3M0.4%
- Corporations and businesses$4,8480.0%
- Individual clients
- 157reported
- HNW clients
- 108reported
- Pension plan clients
- 0reported
- Charitable clients
- n/areported
- Accounts
- 1,044reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $169M for 238 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jason Dean HileyCertified Financial Planner | Omaha, Ne | Aug 15, 2012 | 22 y | 2 |
| Andrew David HuntCertified Financial Planner | Omaha, Ne | Mar 18, 2015 | 17 y | 1 |
| Bryce Steven Deane KochCertified Financial Planner | Omaha, Ne | Jan 2, 2026 | 13 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
none on the tape
Joined, latest
- Andrew David Hunt from Guide Rock Capital Management, Inc.Mar 18, 2015 · Other
- Jason Dean Hiley from Karstens Investment Counsel, Inc.Aug 15, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Dean Jason Hiley · President And Chief Compliance Officercontrolsince 07/2012 · owns 50% to 75%
- David Andrew Hunt · Vice Presidentcontrolsince 01/2017 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Omaha, Ne · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 945 to 1,044Jul 28, 2025 to Jan 30, 2026
- Corporate clients · 0.0 to unsetJul 28, 2025 to Jan 30, 2026
- HNW clients · 95 to 108Jul 28, 2025 to Jan 30, 2026
- Individual clients · 151 to 157Jul 28, 2025 to Jan 30, 2026
- Discretionary RAUM · $242M to $290MJul 28, 2025 to Jan 30, 2026
- HNW RAUM · $179M to $221MJul 28, 2025 to Jan 30, 2026
- Individual RAUM · $61.0M to $65.9MJul 28, 2025 to Jan 30, 2026
- RAUM · $242M to $290MJul 28, 2025 to Jan 30, 2026
- Financial planning clients · 1-10 to 1-10Jan 23, 2025 to Jul 28, 2025
- Accounts · 843 to 945Mar 5, 2024 to Jan 23, 2025
- HNW clients · 70 to 95Mar 5, 2024 to Jan 23, 2025
- Individual clients · 152 to 151Mar 5, 2024 to Jan 23, 2025
- Assets in custody · $134M to $169MMar 5, 2024 to Jan 23, 2025
- Discretionary RAUM · $197M to $242MMar 5, 2024 to Jan 23, 2025
- HNW RAUM · $133M to $179MMar 5, 2024 to Jan 23, 2025
- Individual RAUM · $62.2M to $61.0MMar 5, 2024 to Jan 23, 2025
- RAUM · $197M to $242MMar 5, 2024 to Jan 23, 2025
- Accounts · 767 to 843Feb 21, 2023 to Mar 5, 2024
- HNW clients · 61 to 70Feb 21, 2023 to Mar 5, 2024
- Individual clients · 141 to 152Feb 21, 2023 to Mar 5, 2024
- Assets in custody · $86.7M to $134MFeb 21, 2023 to Mar 5, 2024
- Discretionary RAUM · $154M to $197MFeb 21, 2023 to Mar 5, 2024
- HNW RAUM · $100.0M to $133MFeb 21, 2023 to Mar 5, 2024
- Individual RAUM · $52.2M to $62.2MFeb 21, 2023 to Mar 5, 2024
- RAUM · $154M to $197MFeb 21, 2023 to Mar 5, 2024
- Accounts · 707 to 767Jun 3, 2022 to Feb 21, 2023
- Advisory employees · 2 to 3Jun 3, 2022 to Feb 21, 2023
- HNW clients · 59 to 61Jun 3, 2022 to Feb 21, 2023
- Individual clients · 131 to 141Jun 3, 2022 to Feb 21, 2023
- Assets in custody · $65.3M to $86.7MJun 3, 2022 to Feb 21, 2023
- Employees · 2 to 3Jun 3, 2022 to Feb 21, 2023
- State-registered IARs · 2 to 3Jun 3, 2022 to Feb 21, 2023
- Discretionary RAUM · $165M to $154MJun 3, 2022 to Feb 21, 2023
- HNW RAUM · $110M to $100.0MJun 3, 2022 to Feb 21, 2023
- Individual RAUM · $52.6M to $52.2MJun 3, 2022 to Feb 21, 2023
- RAUM · $165M to $154MJun 3, 2022 to Feb 21, 2023
- Accounts · 616 to 707Feb 9, 2021 to Feb 7, 2022
- Charity clients · 0.0 to unsetFeb 9, 2021 to Feb 7, 2022
- HNW clients · 122 to 59Feb 9, 2021 to Feb 7, 2022
- Individual clients · 55 to 131Feb 9, 2021 to Feb 7, 2022
Signals
1 dated events
- Hiley Hunt Wealth Management, Inc. filed its initial SEC registration (Form ADV)Nov 18, 2019 · 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
- 402-504-9347reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-732-1015reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/9492475reportedpublic record, Form ADV, Sep 17, 2026
- Website
- HILEYHUNT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 402-504-9347reportedpublic record, Form ADV, Jun 12, 2026
- Contact form
- hileyhunt.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- hileyhunt.com/about/our-teamreportedpublished by the firm, firm site, Sep 16, 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
- $96.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026