B.A. SCHROCK WEALTH MANAGEMENT

Overview

B.A. Schrock Wealth Management is an independent registered investment adviser organized as a corporation and overseen by an individual owner. The firm became SEC-registered in 2023 and focuses on serving individual and family clients through financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and educational workshops. It bills primarily as a percentage of assets under management and also offers hourly engagements. The firm describes itself as a capital allocator and is affiliated with an insurance company. It does not self-identify as an active ESG investor and is not a multi-state adviser. Its service mix and advisory activities suggest a hybrid model that combines core investment management with third-party manager selection and planning/education services.

Assets & Accounts

Public Holdings

Investments & Alternatives