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B.a. Schrock Wealth Management

B.a. Schrock Wealth Management. CRD 304694

B.a. Schrock Wealth Management logo

CRD: 304694

B.a. Schrock Wealth Management

Wadsworth, OH, 44281
3304731060
baschrock-fg.com
$281.6M Total AUM
$281.6M Disc. AUM
-- 3Y CAGR
6 Employees
706 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Capital vectorEagle radial +more
Established Date
10-09-2019
Office Locations
1

Office Locations

131 College Street Wadsworth OH

About B.a. Schrock Wealth Management

B.A. Schrock Financial Group (Wadsworth, OH) provides investment advisory, financial planning, and insurance for individuals and families, with a strong pre-retiree/retiree focus. Their proprietary UNLOCK Process builds a product-agnostic retirement strategy spanning income, risk, taxes, Social Security, and estate planning. The firm also offers a dedicated client mobile app.

Team overview

36 AVG AGE
$56.3M AVG AUM / ADVISOR
$398.8K AVG AUM / CLIENT
5.9 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Catalyst Focus focus Signal legacy Zenith

Client Personas

Wave meridian Signal vector Delta capital

Custodian

Unison matrix Insight Vital catalyst Harbor Ember Focus horizon

Investment Themes

Pioneer Horizon quantum Focus prime Alpha Vertex

Investment Vehicles

Optima

Platform

Glacier

Services

Focus zenith Prime frontier Catalyst Eagle glacier Capital Delta zenith Atlas Delta prime Frontier Unison Peak Pathway fusion

Technology

Vector momentum Capital Crest foundation Frontier

Owner & Executives

B

BENJAMIN ARTHUR SCHROCK

Chief Compliance Officer, Investment Advisor Representative, President

CRD
#5636427
Ownership
75% or more
(847) 676-7009
pioneer.focus@crestcapital.com
in linkedin.com/in/north-catalyst

Showing 1 of 1 owners & executives

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Contacts

COLLEEN GOODWILLIE

COLLEEN GOODWILLIE

Investment Advisor Representative

CRD
#6322015
(507) 305-3189
catalyst.element@unisoncapital.com
in linkedin.com/in/zenith-delta
K

KEITH EDWARD LOCKWOOD

Investment Advisor Representative

CRD
#4555040
(818) 284-6579
element.frontier@focuscapital.com
in linkedin.com/in/capital-ember
O

Oak matrix

Alpha pathway

CRD
#31935
(984) 637-1429
focus.radial@atlascapital.com
in linkedin.com/in/alpha-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-29-2023
10-09-2024
08-20-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $281,583,977 $204,491
Non-Discretionary $0 --
Total $281,583,977 $204,491

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Separately Managed Accounts

Total SMA Asset: $281,583,977

$281.6M Total SMA
Equity - Exchange:
7.8%
Public Funds:
14.2%
Cash:
19.5%
Corporate - Investment Grade:
7.5%
Equity - OTC:
24.2%
Municipal Bonds:
5.8%
U.S. Government/Agency:
21.0%
Asset class Assets Assets %
Equity - Exchange $159,867,510 7.8%
Public Funds $291,040,851 14.2%
Cash $399,668,775 19.5%
Corporate - Investment Grade $153,718,760 7.5%
Equity - OTC $495,999,197 24.2%
Municipal Bonds $118,875,841 5.8%
U.S. Government/Agency $430,412,526 21.0%
Total $2,049,583,460 100.0%

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