BullRock Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$84,552,277
Clients
85
Advisors
1
of 1 employees
About
BullRock Capital, LLC serves individuals (including high-net-worth clients) and also works with institutional clients such as profit-sharing and pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting for employee benefit plans (including 401(k) plans), preparing an Investment Policy Statement for each client.
The firm documents client objectives, risk tolerance and time horizon, seeks to meet its fiduciary duties through fair allocation of opportunities, and typically requests discretionary authority to select securities and execute trades. Its investment methods include fundamental analysis and modern portfolio theory, and it employs both long‑ and short‑term trading across a limited set of investment types (mutual funds, equities, fixed income, ETFs including precious‑metal ETFs, REITs, TIPS and commodities).
Unusually for a solo independent adviser, BullRock actively serves corporate and pension plan clients and offers written pension consulting services that include identifying objectives, recommending money managers and other service providers, monitoring performance, and creating pension consulting plans. The firm manages roughly $88.2 million in discretionary assets for about 85 clients and requires clients to custody assets at Charles Schwab Institutional.
Client services
Expertise
Fee options
$500 to $2,500 for financial planning
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.50% $6,000,001 - $7,000,000: 0.40% $7,000,001 - $8,000,000: 0.30% $8,000,001 - $9,000,000: 0.20% $9,000,001+: 0.10%
Main office
Dublin OH
Advisors at this office
1
Most active in
Florida · Ohio · Texas
Also doing business as
Br Cap, LLC · Bull Rock Capital · Bullrock Capital, LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)