Overview
Assets Under Management: $193 million
Headquarters: REHOBOTH BEACH, DE
High-Net-Worth Clients: 58
Average Client Assets: $2.2 million
Frequently Asked Questions
BELL ROCK CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139163), BELL ROCK CAPITAL, LLC is subject to fiduciary duty under federal law.
BELL ROCK CAPITAL, LLC is headquartered in REHOBOTH BEACH, DE.
BELL ROCK CAPITAL, LLC serves 58 high-net-worth clients according to their SEC filing dated July 19, 2023. View client details ↓
According to their SEC Form ADV, BELL ROCK CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BELL ROCK CAPITAL, LLC manages $193 million in client assets according to their SEC filing dated July 19, 2023.
According to their SEC Form ADV, BELL ROCK CAPITAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.63%
Average Client Assets: $2.2 million
Total Client Accounts: 714
Discretionary Accounts: 714
Regulatory Filings
CRD Number: 139163
Filing ID: 1775817
Last Filing Date: 2023-07-19 11:40:00