REHOBOTH BEACH, DECRD 298558Latest ADV March 26, 2026
Blue Rock Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rehoboth Beach, DE. Its latest Form ADV filing, dated March 26, 2026, reports $382M in regulatory assets under management, 10 employees, 1 office, and 795 accounts.
Assets Under Management
$382M
Employees
10
Offices
1 office
Total Clients
314
Primary office
REHOBOTH BEACH, DE
37458 OYSTER HOUSE ROAD, REHOBOTH BEACH, DE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 44.6% of total clients.
Top client categories% of clientsClients
1
Individuals
44.6%
140
2
HNWI
39.8%
125
3
Pension Plans
15.6%
49
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of March 26, 2026
Discretionary73.0%
$279M
73% of total RAUM73.0%
Non-discretionary27.0%
$103M
27% of total RAUM27.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$382M
Total Accounts795
10Y AUM Change+$263M (+221.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee31:1
10Y Employee Change+7 (+233.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.