BELL ROCK CAPITAL, LLC is a Rehoboth Beach, Delaware based financial advisory firm with nearly $237,585,120 in assets under management and provides investment advisory services for 735 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 139163 | |
| SEC#: | 801-65934 | |
| Assets under Management: | $237,585,120 | |
| No. of Clients: | 735 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| AFFINITY WEALTH MANAGEMENT LLC | 290735 | 801-112231 | 1851 | 15 | $656,933,927 |
| BIG INVESTMENT SERVICES | 291437 | 801-112462 | 1136 | 4 | $226,976,000 |
| CLARITI WEALTH ADVISORS | 104804 | 801-18338 | 1111 | 11 | $491,028,007 |
| LOKKEN INVESTMENT GROUP, LLC | 283696 | 801-114384 | 1028 | 6 | $254,330,072 |
| CROWLEY WEALTH MANAGEMENT, INC. | 112368 | 801-29207 | 944 | 4 | $339,371,220 |
| VEERY CAPITAL, LLC | 298465 | 801-114003 | 887 | 11 | $729,411,406 |
| RIVERSEDGE ADVISORS | 298390 | 801-113978 | 870 | 13 | $424,000,000 |
| DANIELS + TANSEY, L.L.P. | 127816 | 801-62663 | 850 | 12 | $608,073,121 |
| PILLAR WEALTH ADVISORS, LLC | 159642 | 801-110543 | 697 | 8 | $280,468,245 |
| MALLARD FINANCIAL PARTNERS INC | 169009 | 801-78580 | 636 | 15 | $233,182,146 |
| BDFS CAPITAL LLC | 287680 | 801-120724 | 538 | 6 | $237,410,405 |
| GREY FOX WEALTH ADVISORS, LLC | 307172 | 801-122007 | 503 | 3 | $150,680,344 |
| BCM WEALTH MANAGEMENT | 122434 | 801-110693 | 452 | 5 | $327,718,897 |
| DONALD W. NICHOLSON & ASSOCIATES LTD | 107054 | 801-56986 | 440 | 6 | $209,008,848 |
| LIGHTHOUSE FINANCIAL | 142481 | 801-122261 | 427 | 4 | $107,051,023 |
| N1 ADVISORS | 147048 | 801-69525 | 427 | 8 | $342,781,241 |