RIA Intel›Advisers›Montana›H R FINANCIAL SERVICES, INC.

H R FINANCIAL SERVICES, INC.

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$716K

across 22 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MT

Closest by assets under management. All figures from Form ADV.

STAPLETON & CO., LLC DBA STAPLETON FINANCIAL GROUP

BILLINGS, MT

$16M

STAFFORD FINANCIAL, LLC

$15M

SAPPHIRE FINANCIAL STRATEGIES, L.L.C.

MISSOULA, MT

$18M

INUKSHUK INVESTMENTS, LLC

$18M

VISUAL APPROACH LLC

$19M

CUMMINGS, SCOTT, TUCKER

$19M

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