Bullock Capital Alliance, Inc.

Bullock Capital Alliance provides investment supervisory and wealth management services to individuals and to entities such as pension plans, trusts, estates, and charitable organizations. The firm manages roughly $98.1 million across about 51 client relationships and operates as a fee-only fiduciary that typically charges asset-based advisory fees.

The firm employs a strategic asset-allocation, core-and-satellite approach that relies on index mutual funds and ETFs as the core while adding active funds, sector tilts, or third‑party managers where opportunities are identified. Portfolios are globally diversified (including bond and commodity funds), subject to quarterly in‑house reviews, and are generally managed on a discretionary basis within signed target allocation policy statements with limited tactical flexibility.

Notable distinctions include that the principal holds CPA and PFS credentials and integrates tax and trust-accounting considerations into wealth management, while reserving more detailed estate or insurance engagements for separate agreements. The firm documents its due diligence on third‑party managers, factors third‑party fees into suitability assessments, and cites access to institutional, advisor‑only fund platforms and custodian services as part of its operational model.