GREENROCK ADVISORY LLC

GREENROCK ADVISORY LLC is an SEC-registered investment adviser (CRD 157645). Regulatory assets under management: $48.8M.

Registration

• CRD: 157645
• Type: Registered investment adviser
• Phone: 937-701-5534
• Latest filing: 2026-02-03
• Regulatory AUM: $48.8M
• Discretionary AUM: $48.8M
• Clients: 1
• Accounts: 150

Business model

Compensation: % of AUM.

Clients served: 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 157645 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search