A complete list of active advisors currently associated with Bell Rock Asset Management LLC

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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.

To learn more about the advisors currently working at Bell Rock Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.