Bell Rock Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BellRock Asset Management provides discretionary portfolio management services for individuals, trusts, charitable organizations and privately held companies, meeting with prospective clients to determine investment objectives and requiring a custodian and a signed limited trading authorization. The firm reports managing client assets on a discretionary basis (approximately $23.0 million as of December 31, 2025) and does not participate in wrap fee programs.
The firm’s investment approach follows the basic principles of modern portfolio theory, emphasizing diversification, strategic asset allocation, periodic rebalancing and target returns over a three- to five-year horizon, using multiple research sources to establish expected returns. Portfolios are designed around client risk tolerance and objectives, with accounts reviewed at least monthly and discretionary trading carried out to restore targeted allocation and risk‑reward characteristics.
Notably for a single‑advisor independent firm, BellRock explicitly serves non‑individual entities such as charitable organizations and privately held companies and maintains written referral agreements with CPA firms, reflecting institutional‑style relationships that are less common among peers of similar size. The firm does not take custody of client assets and does not vote client proxies, leaving custodial reporting and proxy voting responsibilities with the client.
Client services
Expertise
Fee options
1.00% annually (charged as 0.25% quarterly in advance)
Main office
Victor NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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