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, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. Founded for SEC registration in 2020 and owned by an individual, the firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.
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 5
Todd 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 55Active vs passive
$295M in ETFs
72%
$212M
28%
$83.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $50.6M | 1,454,110 | 17.14% |
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
Similar firms
Bdfs Capital LLC
RIARehoboth Beach, DE
MAI Capital Advisor
RIARehoboth Beach, DE
Realta Investment Advisors, Inc
RIAWilmington, DE
Big Investment Services
RIADover, DE
Long Angle Management, LLC
RIADover, DE
N1 Advisors
RIANewark, DE