Bell Rock Asset Management LLC

Overview

Bell Rock Asset Management LLC is a small, boutique advisory firm focused on discretionary portfolio management for individuals and families, including small-business owners. The firm charges clients a percentage of assets under management and concentrates its strategies on publicly traded equities. Filings indicate a preference for separate managed accounts that hold exchange-traded securities, suggesting a model built around liquid, transparent exposures rather than private markets or bespoke illiquid allocations. The firm is owned by an individual and operates with a single-office structure. Bell Rock is not positioned as an ESG- or pension-specialist adviser and does not report multi-state adviser status. Its client base is primarily individual and family relationships rather than institutional mandates, so portfolio construction and service delivery are oriented to high-net-worth household needs and tax, liquidity, and income considerations that such clients typically prioritize.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices