HRC Wealth Management, LLC logo

HRC Wealth Management, LLC

Updated today

Client AUM

$487,408,854

Clients

878

Advisors

7

of 8 employees

About

HRC Wealth Management, doing business as Hayden Ross, provides comprehensive asset management and financial planning to individuals, high net worth clients, and trusts and estates. The firm manages client portfolios on a discretionary basis and offers ongoing monitoring and rebalancing across a mix of public and private securities.

The firm applies a blend of fundamental, technical and cyclical analysis and uses strategies that include long-term holdings and allocations to alternative investments when appropriate. Advice is individualized for Comprehensive Asset Management clients and more general for financial planning clients, with portfolio construction and risk tolerance reviewed periodically.

Several representatives are Certified Public Accountants employed by an affiliated tax/accounting firm, Hayden Ross PLLC, and provide tax and accounting services under separate engagement agreements to support coordinated tax and investment work. The adviser also has personnel licensed as broker-dealer representatives and insurance agents, and it discloses a previously resolved regulatory matter involving an unregistered representative (consent order), describing its Code of Ethics and other compliance procedures to address related conflicts.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management

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Fee options

Percentage

$0 - $1,000,000.00: 1.00% $1,000,000.01 - $1,500,000.00: 0.75% $1,500,000.01 - $5,000,000.00: 0.50% $5,000,000.01+: 0.25%

Main office

315 S. Almon

Moscow ID 83843

Advisors at this office

7

Most active in

Arizona · California · Idaho · Montana · Oregon · Utah · Washington

Also doing business as

Hayden & Ross Financial Advisors, P.A. · Hayden Ross · Hrc Wealth Management, LLC · Palouse Investment Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ma Kayla B

Series 65

Moscow, ID

HRC Wealth Management, LLC

Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Christopher W

CFP®, ChFC®, Series 63, Series 66

Moscow, ID

HRC Wealth Management, LLC

Christopher Walker is a CFP® and ChFC® with 17 years of industry experience. He is currently with HRC Wealth Management, LLC and has previously worked at Northwestern Mutual in various capacities from 2009 to 2020. Outside of his financial advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high net worth clients, and trusts and estates. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management with ongoing monitoring and rebalancing.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Jerald L

CFP®, PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Nathan S

PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Mark W

Series 65

Moscow, ID

HRC Wealth Management, LLC

Mark Watson is a financial advisor at HRC Wealth Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, Watson serves as Treasurer for the Moscow High School Bears Gridiron Club and is a member of the Finance Committee for Eastside Mall, where he oversees accounting and tax filings. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach combining fundamental and technical analysis, with an emphasis on individualized advice and ongoing portfolio monitoring.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Cade K

PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Cade Konen is a financial advisor at HRC Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Konen has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. He serves as treasurer and a 33% member of Vandall Boosters, Inc., a nonprofit organization. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental and technical methods to construct primarily long-term portfolios with a diversified mix of assets and maintains an affiliation with Hayden Ross PLLC, which offers tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Eric K

Series 63, Series 66

Moscow, ID

HRC Wealth Management, LLC

Eric Kiblen is a financial advisor with HRC Wealth Management, LLC in Moscow, Idaho, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and HRC Wealth Management since 2015. Outside of his advisory work, Kiblen serves as the head coach of the varsity softball team for the Moscow School District. HRC Wealth Management, operating as Hayden Ross, provides asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset approach that includes individual securities, mutual funds, ETFs, options, and alternative investments, with an emphasis on individualized advice, ongoing portfolio monitoring, and the use of both fundamental and technical analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
View complete list of advisors at this firm
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