ELDERROCK FINANCIAL LLC

Overview

Elderrock Financial LLC is an independent registered investment adviser operating as a limited liability company that serves both individual and institutional clients. The firm combines traditional financial planning and portfolio management for individuals and small businesses with advisory services that include selection of other advisers and pension consulting support. Fee arrangements include a percentage-of-assets model alongside hourly billing, and the firm acts as a capital allocator—making active decisions about manager selection and third-party fund placement. Investment activity is tilted toward public equities: the firm’s filings identify a clear preference for exchange-traded equity exposures as the primary vehicle for client portfolios. Elderrock is not identified as an active ESG investor, and it operates on a single-state registration posture per its filings. Its advisory model emphasizes discretionary portfolio management for most client relationships while retaining a portion of non-discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices