Solid Rock Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 316097
- Website
- www.solidrockcm.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI91.67%
- Individuals8.33%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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