Fee-only adviser · Dallas, TX
Bulle Rock
Bulle Rock is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Dallas, Texas. On its latest Form ADV, filed March 27, 2023, it reports $5.9M in regulatory assets under management, 13 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 142363 |
| Office | 1965 Matilda ST Suite 303 Dallas, TX 75206 |
| Phone | (214) 599-8329 |
| Website | www.bullerockcap.com |
| Regulatory assets under management | $5.9M |
| Individual clients | 8 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2023 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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