Solid Rock Capital Management

RIAState Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$514K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316097
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI91.67%
  • Individuals8.33%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Solid Rock Capital Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation is a mix of a percentage of assets under management and hourly charges. Filings indicate the adviser is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Non-Exchange Traded Equities 4%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • Non-Exchange Traded Equities4%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth