BLUE ROCK FINANCIAL GROUP
Firm details
- Headquarters
- REHOBOTH BEACH, Delaware
- CRD number
- 298558
- Registered since
- January 24, 2020
- Website
- bluerockfg.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.77%
- Pension & Profit Sharing Plans30.62%
- Individuals17.25%
- Charitable Organizations1.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blue Rock Financial Group is an independent registered investment adviser organized as an LLC and operating since its 2020 SEC registration. The firm serves both individual and family clients as well as institutional investors, and it describes itself as a capital allocator. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third-party advisers. Blue Rock does not identify as an active ESG investor and is not marked as a multistate or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- State & Local Bonds3%
Contacts
3 of 5TODD ROSELLE
President & FounderCRD 5001611
JUSTIN BENNITT
Financial PlannerCRD 4537574
Kelly Kaczmarczyk
CCO & Director of OperationsCRD 7055176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$253M in ETFs
71%
$180M
28%
$72.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $40.5M | 1,329,056 | 16.05% |
Location
REHOBOTH BEACH, DE
SUSSEX
Location
REHOBOTH BEACH, DE
Headquartered in REHOBOTH BEACH, DE, anchoring the Salisbury-Cambridge, MD-DE metro in the South.
- Metro area
- Salisbury-Cambridge, MD-DE
- Region
- South
- County
- SUSSEX
- Address
- 37458 Oyster House Rd
- Time zone
- ET (UTC-5)
- Office locations
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