Solid Rock Capital Management

Overview

Solid Rock Capital Management is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee model is typical for boutique RIAs: a percentage of assets under management with additional hourly billing available. Investment activity shows a clear preference for publicly traded equities. Exchange-traded equities account for the vast majority of assets, indicating the firm builds portfolios primarily from ETFs and listed stocks rather than running pooled products. Solid Rock Capital Management is not positioned as a capital allocator or multi-state adviser, nor does it list pension consulting or an ESG investing focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices