BULLOCK CAPITAL ALLIANCE, INC.

Overview

Bullock Capital Alliance, Inc. is a small, fee-based wealth manager focused on individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also acts as a capital allocator by selecting third‑party advisers for client mandates. Its business model is percentage-of-AUM fees and it does not position itself as an ESG-focused investor. The firm’s public-market approach centers on pooled products—primarily mutual funds and other public funds—while its advisory activity and stated allocator role indicate regular use of external managers for specialized exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices