Institutional
    SEC Registered

    Whitetail Rock Capital Management, LLC

    Registered investment advisor · Lincoln, Nebraska · CRD #156675

    Assets Under Management
    $3.3B
    Client Accounts
    9
    Employees
    3
    CRD Number
    156675
    Registration
    SEC Registered
    Custodian
    Union Bank & Trust Company

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

    About Whitetail Rock Capital Management, LLC

    Whitetail Rock Capital Management, LLC is a financial advisory firm based in Lincoln, Nebraska, managing nearly $3.3 billion in assets. It offers investment management and financial planning services. For more details, visit their official website.

    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 Whitetail Rock Capital Management, LLC

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    Frequently Asked Questions

    What is Whitetail Rock Capital Management, LLC's AUM?

    Whitetail Rock Capital Management, LLC reports approximately $3.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Whitetail Rock Capital Management, LLC headquartered?

    Whitetail Rock Capital Management, LLC is headquartered in Lincoln, Nebraska.

    What is Whitetail Rock Capital Management, LLC's CRD number?

    Whitetail Rock Capital Management, LLC's CRD number is 156675. 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 Whitetail Rock Capital Management, LLC manage?

    Whitetail Rock Capital Management, LLC manages approximately 9 client accounts according to its latest SEC filing.

    Is Whitetail Rock Capital Management, LLC SEC registered?

    Yes, Whitetail Rock Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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