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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-24-2019
- Office Locations
- 1
Office Locations
About Bayrock Financial, L.l.c.
BayRock Financial is a Houston-based, independent fee-only RIA providing holistic financial planning and investment management for retail clients, including business owners, entrepreneurs, and retirees. Engagements start with a structured Financial Planning Gap Analysis that prioritizes next steps across retirement, tax, estate, insurance, and cash flow. Portfolios emphasize liquid, transparent ETFs, with an optional disciplined covered-call income strategy.
Reported data analysis
What the numbers show
Of the latest reported AUM, 85.3% is discretionary and 14.7% is non-discretionary.
The firm reports 2 advisory representatives and 308 clients, or 154 clients per representative. That equates to $198.1K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bayrock Financial, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES RAY MUNCHBACH
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Managing Member
- CRD
- #3062608
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEVIN MICHAEL LONDERGAN
--
- CRD
- #2954982
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,039,900 | -- |
| Non-Discretionary | $8,986,459 | -- |
| Total | $61,026,359 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bayrock Financial, L.l.c. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.