PLANROCK INVESTMENT MANAGEMENT, LLC

PLANROCK INVESTMENT MANAGEMENT, LLC of BRENTWOOD, TN is an SEC-registered investment adviser (CRD 304803). Regulatory assets under management: $71.0M.

Registration

• CRD: 304803
• SEC file number: 801-118167
• Type: Registered investment adviser
• Location: 109 WESTPARK DR, SUITE 105, BRENTWOOD, TN, 37027
• Phone: 800-677-6025
• Latest filing: 2026-05-26
• Regulatory AUM: $71.0M
• Discretionary AUM: $71.0M
• Clients: 7
• Accounts: 146

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304803 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search