Bedrock Investment Advisors

Overview

Bedrock Investment Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2016. The firm focuses on individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker and uses a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). The firm describes itself as a capital allocator but does not identify as an active ESG investor and is not structured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices