This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-2017
- Office Locations
- 1
Office Locations
About Bullrock Capital, LLC
Bullrock Capital is an independent, fee-only fiduciary advisory boutique providing bespoke wealth management for sophisticated clients. The firm applies CFP® standards to deliver integrated planning (tax, estate, and retirement/401(k)) alongside customized portfolio management built on diversified asset allocation and proactive rebalancing. Custodied with Charles Schwab; no commissions or third-party product fees.
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 89 clients, or 89 clients per representative. That equates to $990.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Bullrock Capital, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Bullrock Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL PATRICK O'CONNELL
Chief Compliance Officer, Managing Member
- CRD
- #5318642
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,165,873 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,165,873 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Bullrock Capital, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.