A complete list of active advisors currently associated with BullRock Capital, LLC

Warmer can help you find a great advisor at BullRock Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at BullRock Capital, 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.