Blue Rock Financial Group
Blue Rock Financial Group is an SEC-registered wealth manager in Rehoboth Beach, DE with $381.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Blue Rock Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298558, SEC 801-117998, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $381.8M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Rehoboth Beach, DE
- Employees
- 10
- Clients
- 314
- CRD
- 298558
- Ownership
- ROSELLE, TODD, ASHLEY; Kaczmarczyk, Kelly; WILSON, KELLY, NICOLE; McClung, Carter, Alan
How much AUM does Blue Rock Financial Group have?
Blue Rock Financial Group reported $381.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Blue Rock Financial Group?
Disclosed owners and executives of Blue Rock Financial Group include ROSELLE, TODD, ASHLEY, Kaczmarczyk, Kelly, WILSON, KELLY, NICOLE, McClung, Carter, Alan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.