BLUE ROCK FINANCIAL SERVICES, INC.

BLUE ROCK FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 151566). Regulatory assets under management: $59.4M.

Registration

• CRD: 151566
• Type: Registered investment adviser
• Phone: 541-261-1067
• Latest filing: 2026-02-23
• Regulatory AUM: $59.4M
• Discretionary AUM: $59.4M
• Clients: 1
• Accounts: 206

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151566 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search