AdvisorCensus / Financial advisors / Louisiana / Baton Rouge / Hibernia Wealth Partners, LLC
Hibernia Wealth Partners, LLC is an SEC-registered investment advisory firm in Baton Rouge, LA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.
Quick answers
From the filingHow is Hibernia Wealth Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Hibernia Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Hibernia Wealth Partners, LLC charge?
Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $500 an hour (financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hibernia Wealth Partners, LLC located?
Hibernia Wealth Partners, LLC's principal office is in Baton Rouge, LA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Hibernia Wealth Partners, LLC registered with the SEC or a state?
Hibernia Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319509.
How much does Hibernia Wealth Partners, LLC manage?
Hibernia Wealth Partners, LLC reports $372,536,792 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (98% discretionary).
How have Hibernia Wealth Partners, LLC's assets and staff changed since 2022?
In the Form ADV data for Hibernia Wealth Partners, LLC: Regulatory assets under management: $223,285,765 in the October 2022 data and $372,536,792 in the October 2026 data, up 67%. Total employees: 8 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hibernia Wealth Partners, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (393); high net worth individuals (230); pension and profit sharing plans (but not the plan participants or government pension plans) (21).
Which custodians does Hibernia Wealth Partners, LLC use?
Hibernia Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Hibernia Wealth Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319509
What changed in Hibernia Wealth Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: No longer lists an office in Dallas, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $500 an hour (financial plans)
The brochure's wording
Hourly Fee Services are offered based on an hourly fee of $500 per hour. Hourly fees for financial plans are billed 50% in advance with the balance due upon plan delivery.
As stated in the firm's Form ADV Part 2A brochure dated March 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$372,536,792 as of October 2026, filing dated March 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Also doing business as
- HIBERNIA WEALTH MANAGEMENT, JFS WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 10. Performing investment advisory functions: 5.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
13 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $372,536,792 | 10 | March 4, 2026 |
| October 2025 | $346,617,660 | 11 | April 9, 2025 |
| October 2024 | $289,034,883 | 12 | March 13, 2024 |
| October 2023 | $219,194,262 | 11 | June 9, 2023 |
| October 2022 | $223,285,765 | 8 | August 29, 2022 |
Regulatory assets under management: $223,285,765 in the October 2022 data and $372,536,792 in the October 2026 data, up 67%.
Total employees: 8 in October 2022 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists an office in Dallas, TX.
- January 2026
- Employees performing advisory functions went from 6 to 5.
- December 2025
- Registered or notice-filed in AL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hibernia Wealth Partners, LLC (CRD 319509): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hibernia-wealth-partners-llc-baton-rouge-la-319509