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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial
- Established Date
- 12-17-1999
- Office Locations
- 1
Office Locations
About HRC Wealth Management, LLC
HRC Wealth Management, LLC (haydenross.com) is a Moscow, Idaho-based RIA providing financial planning and discretionary portfolio management, including tax and estate planning coordination, insurance, and business succession guidance. Portfolios focus on diversified asset allocation using ETFs, mutual/index funds, and select alternatives (e.g., real estate/hedge fund exposure) for retail clients, including entrepreneurs. Primary custodian is Charles Schwab; uses Orion.
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Owner & Executives
ERIC JOSEPH KIBLEN
Managing Member, Wealth Management Advisor
- CRD
- #4125488
- Ownership
- Less than 5%
CADE LEIGH KONEN
Managing Member, Partner
- CRD
- #4554129
- Ownership
- Less than 5%
Timber prime
Matrix signal
- CRD
- #45650
- Ownership
- 47.0%
Showing 2 of 4 owners & executives
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MaKayla Marie Baldus
--
- CRD
- #8218575
NATHAN SCOTT STRONG
Director
- CRD
- #4554112
Vector capital
Momentum ridge
- CRD
- #39677
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $487,408,854 | $264,178 |
| Non-Discretionary | $0 | -- |
| Total | $487,408,854 | $264,178 |
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Separately Managed Accounts
Total SMA Asset: $487,408,854
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $349,503,157 | 40.2% |
| Equity - Exchange | $256,476,197 | 29.5% |
| Cash | $263,431,484 | 30.3% |
| Total | $869,410,838 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE FOCUS | FUSION ATLAS | UW1PO22QL | KDO | 9.10% | $92,945,558 |
| PIONEER FOUNDATION | UNISON VITAL | 66MRFBR8L | BYT | 10.22% | $50,545,878 |
| FOUNDATION CAPITAL | VERTEX NORTH | MM1XK523D | BCPKT | 2.37% | $96,288,385 |
| QUANTUM OPTIMA ATLAS | LEGACY OPTIMA | 4R7D6OUSX | QIXOS | 7.96% | $52,063,804 |
| VALUE CAPITAL FRONTIER | FOUNDATION HORIZON | 9KNJWK8TJ | HVVMF | 3.09% | $119,217,918 |
| BRIDGE FUSION | QUANTUM NORTH | PDJ2XNYIS | IWXSC | 9.60% | $93,272,919 |
| SUMMIT RADIAL | ZENITH EAGLE | APFXZC1JK | KWHOY | 3.30% | $105,063,334 |
| FOCUS FRONTIER SIGNAL | NORTH FUSION | BK23FIQ42 | ZWUJ | 10.55% | $66,993,790 |