# 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.

- CRD: 319509
- Filed as: HIBERNIA WEALTH PARTNERS, LLC
- Also doing business as: HIBERNIA WEALTH MANAGEMENT, JFS WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baton Rouge, LA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319509
- AdvisorCensus page: https://advisorcensus.com/firm/hibernia-wealth-partners-llc-baton-rouge-la-319509

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Hourly rate: $500 an hour (financial plans)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $372,536,792
- Discretionary: $364,706,455
- Non-discretionary: $7,830,337

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 393 | $79,259,899 |
| High net worth individuals | 230 | $272,384,488 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $14,239,245 |
| Charitable organizations | 2 | $445,162 |
| Corporations or other businesses not listed above | 6 | $3,150,698 |
| Other | 1 | $3,057,300 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, CT, FL, GA, LA, MD, MS, NH, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX
- Lafayette, LA

### Websites listed on Form ADV (Item 1.I)
- hiberniawealth.com
- jfswealth.com
- Facebook @hiberniawealth
- LinkedIn @10866295
- LinkedIn @jonathan-smith-0a0a79143
- X @HiberniaWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $223,285,765 | 8 | August 29, 2022 |
| October 2023 | $219,194,262 | 11 | June 9, 2023 |
| October 2024 | $289,034,883 | 12 | March 13, 2024 |
| October 2025 | $346,617,660 | 11 | April 9, 2025 |
| October 2026 | $372,536,792 | 10 | March 4, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hibernia Wealth Partners, LLC (CRD 319509): Form ADV filing data as of October 2026.