B
CRD: 300876
Blue Rock Capital
Allen, TX
8324655504
$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2019
- Office Locations
- 1
Office Locations
-- Allen TX
About Blue Rock Capital
Blue Rock Capital is a Allen-based RIA. The firm has been operating for 6 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
61 AVG AGE
$3.6M AVG AUM / ADVISOR
$80.0K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Quantum meridian Prime Delta unison
Client Personas
Ridge
Investment Themes
Optima
Investment Vehicles
Oak
Services
Focus frontier Bridge prime Ridge foundation Wave
Owner & Executives
D
David Keith Pettus
Chief Compliance Officer, Managing Member
- CRD
- #7079933
- Ownership
- 75% or more
(342) 412-1453
focus.fusion@vectorcapital.com
in linkedin.com/in/focus-peak
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $3,600,000
Cash:
38.7% Equity - Exchange:
61.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $3,311,514,825 | 38.7% |
| Equity - Exchange | $5,245,371,029 | 61.3% |
| Total | $8,556,885,854 | 100.0% |