{
  "crd_number": 117212,
  "slug": "hrc-wealth-management-llc-moscow-id-117212",
  "primary_business_name": "HRC WEALTH MANAGEMENT, LLC",
  "legal_name": "HRC WEALTH MANAGEMENT, LLC",
  "dbas": [
    "HAYDEN ROSS"
  ],
  "city": "Moscow",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "34140",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-11-02",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 487408854.0,
  "raum_discretionary": 487408854.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 167563718.0,
      "count": 750
    },
    "high_net_worth_individuals": {
      "raum": 319845136.0,
      "count": 128
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "ID",
    "MT",
    "OR",
    "UT",
    "WA"
  ],
  "websites": [
    "https://haydenross.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117212",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MOSCOW",
  "url": "https://advisorcensus.com/firm/hrc-wealth-management-llc-moscow-id-117212",
  "display_name": "HRC Wealth Management, LLC",
  "summary": "HRC Wealth Management, LLC is an SEC-registered investment advisory firm in Moscow, ID, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. HRC Wealth Management, LLC (CRD 117212): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is HRC Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), HRC Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does HRC Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Up to $1,000,000: 1% a year; $1,000,000.01 to $1,500,000: 0.75% a year; $1,500,000.01 to $5,000,000: 0.5% a year; Above $5,000,000.01: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is HRC Wealth Management, LLC located?",
      "a": "HRC Wealth Management, LLC's principal office is in Moscow, ID, according to its Form ADV."
    },
    {
      "q": "Is HRC Wealth Management, LLC registered with the SEC or a state?",
      "a": "HRC Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 117212."
    },
    {
      "q": "How much does HRC Wealth Management, LLC manage?",
      "a": "HRC Wealth Management, LLC reports $487,408,854 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have HRC Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for HRC Wealth Management, LLC: Regulatory assets under management: $249,979,100 in the October 2021 data and $487,408,854 in the October 2026 data, up 95%. Total employees: 10 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does HRC Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (750); high net worth individuals (128)."
    },
    {
      "q": "Which custodians does HRC Wealth Management, LLC use?",
      "a": "HRC Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does HRC Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117212"
    },
    {
      "q": "What changed in HRC Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $404,943,247 to $487,408,854 (+20%). Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 249979100.0,
      "total_employees": 10,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 319502150.0,
      "total_employees": 10,
      "filing_date": "2022-09-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 266013232.0,
      "total_employees": 8,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 329964390.0,
      "total_employees": 8,
      "filing_date": "2024-02-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 404943247.0,
      "total_employees": 8,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 487408854.0,
      "total_employees": 8,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $404,943,247 to $487,408,854 (+20%).",
        "Registered or notice-filed in AZ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000.01 to $1,500,000",
        "rate": "0.75%"
      },
      {
        "band": "$1,500,000.01 to $5,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $5,000,000.01",
        "rate": "0.25%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1% a year",
          "$1,000,000.01 to $1,500,000: 0.75% a year",
          "$1,500,000.01 to $5,000,000: 0.5% a year",
          "Above $5,000,000.01: 0.25% a year"
        ],
        "quotes": [
          "Assets Under Management Annual % of Assets Charge \n$0 to $1,000,000.00 1.00% \n$1,000,000.01 to $1,500,000.00  0.75% \n$1,500,000.01 to $5,000,000.00  0.50% \nAbove $5,000,000.01  0.25%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.01,
          "max": 1500000.0,
          "rate_pct": 0.75
        },
        {
          "min": 1500000.01,
          "max": 5000000.0,
          "rate_pct": 0.5
        },
        {
          "min": 5000000.01,
          "max": null,
          "rate_pct": 0.25
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Assets Under Management Annual % of Assets Charge \n$0 to $1,000,000.00 1.00% \n$1,000,000.01 to $1,500,000.00  0.75% \n$1,500,000.01 to $5,000,000.00  0.50% \nAbove $5,000,000.01  0.25%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/hrc-wealth-management-llc-moscow-id-117212.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 750,
      "fewer_than_5": false,
      "raum": 167563718.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 128,
      "fewer_than_5": false,
      "raum": 319845136.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117212",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}