Investment adviser · CRD 139163
BELL ROCK CAPITAL, LLC
Investment adviser filing (IA)
REHOBOTH BEACH, DE, United States · Form ADV filed Jul 19, 2023
- Regulatory AUM
- $193M Form ADV · Item 5.F
- Client accounts
- 714 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 58 | $128,417,302 | 66.6% |
| Individuals | 233 | $47,997,959 | 24.9% |
| Retirement plans | 69 | $16,308,261 | 8.5% |
Filing source
Form ADV 1775817 · Jul 19, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 19, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
35568 AIRPORT ROADREHOBOTH BEACH, DE, 19971, United States
CRD 139163
Filing source
Form ADV 1775817 · Jul 19, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.