$59.4M Total AUM
$59.4M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Radial alphaEagle frontier +more
- Established Date
- 09-23-2009
- Office Locations
- 1
Office Locations
-- Williamsburg VA
About Blue Rock Financial Services, Inc.
Blue Rock Financial Services is an owner-led RIA in Williamsburg, VA serving retail and institutional clients with financial and investment planning, retirement plan guidance, tax and estate planning, insurance, and business-succession support. Portfolios lean on ETFs and public funds, with selective exposure to fixed income and alternatives. Custody includes Charles Schwab.
Team overview
60 AVG AGE
$59.4M AVG AUM / ADVISOR
$781.6K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Crest Catalyst vector Eagle unison
Custodian
Legacy Vector pathway North Peak
Investment Themes
Horizon
Investment Vehicles
Atlas alpha Unison
Platform
Pioneer
Services
Signal Legacy Bridge Pioneer
Technology
Timber delta Matrix Crest Horizon prime
Owner & Executives
M
MICHAEL SCOTT HARRIS
Chief Compliance Officer, Financial Planner, INVESTMENT ADVISOR, Owner, President
- CRD
- #2225187
- Ownership
- 75% or more
(591) 546-9546
ember.crest@insightcapital.com
in linkedin.com/in/prime-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,400,000
Public Funds:
24.2% Equity - Exchange:
37.5% Private Funds:
29.2% Cash:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,352,449,744 | 24.2% |
| Equity - Exchange | $2,095,738,239 | 37.5% |
| Private Funds | $1,631,881,509 | 29.2% |
| Cash | $508,565,812 | 9.1% |
| Total | $5,588,635,304 | 100.0% |