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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2019
- Office Locations
- 1
Office Locations
About Blue Rock Capital
Blue Rock Capital is a Allen-based RIA. The firm has been operating for 7 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $80.0K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on April 15, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Blue Rock Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David Keith Pettus
Chief Compliance Officer, Managing Member
- CRD
- #7079933
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,600,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Blue Rock Capital has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.