Wealth Manager
    SEC Registered
    Manages Private Funds

    Blue Rock Financial Group

    Registered investment advisor · Rehoboth Beach, Delaware · CRD #298558

    Assets Under Management
    $382M
    Client Accounts
    795
    Employees
    10
    CRD Number
    298558
    Registration
    SEC Registered
    Custodian
    Sei Investments Distribution Co.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Blue Rock Financial Group

    Blue Rock Financial Group is a fee-based investment advisory firm offering financial planning, wealth management, and portfolio management services. They operate on a fee-only basis without commission-based compensation. The firm maintains all necessary licenses and registrations for national service.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Blue Rock Financial Group

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    Frequently Asked Questions

    What is Blue Rock Financial Group's AUM?

    Blue Rock Financial Group reports approximately $382M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Blue Rock Financial Group headquartered?

    Blue Rock Financial Group is headquartered in Rehoboth Beach, Delaware.

    What is Blue Rock Financial Group's CRD number?

    Blue Rock Financial Group's CRD number is 298558. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Blue Rock Financial Group manage?

    Blue Rock Financial Group manages approximately 795 client accounts according to its latest SEC filing.

    Is Blue Rock Financial Group SEC registered?

    Yes, Blue Rock Financial Group is registered with the SEC as an investment adviser with an approved registration status.

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