RIA Intel›Advisers›Virginia›BLUE ROCK FINANCIAL SERVICES, INC.

BLUE ROCK FINANCIAL SERVICES, INC.

Advisory

VA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in VA
#535
of 588 advisers by AUM
Average account
$288K
across 206 accounts
AUM per adviser
$59M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$59M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients75
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, OR, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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