RIA Intel›Advisers›Colorado›BULLOCK CAPITAL ALLIANCE, INC.

BULLOCK CAPITAL ALLIANCE, INC.

Advisory

COLORADO SPRINGS, CO

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CO

#534

of 720 advisers by AUM

Average account

$519K

across 189 accounts

AUM per adviser

$98M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$98M

Discretionary AUM$97M

Non-Discretionary AUM$652K

Discretionary %99.3%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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