Blue Rock Financial Group

Overview

Blue Rock Financial Group is an SEC registered investment adviser based in Rehoboth Beach, DE, registered since 2018. It reports $382M in assets under management across 795 accounts, with 10 employees. It has 5 investment adviser representatives.

Reported AUM

$382M

Discretionary

73%

Accounts

795

Average account

$48K

Employees

10

Advisory reps

5

Registered since

2018

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Todd Ashley Roselle Principal CRD 5001611
• Kelly Nicole Wilson Chief Compliance Officer, Director of Retirement Plans CRD 7055176
• Carter Alan McClung Director of Financial Planning CRD 6949879

Advisory reps 3 of 5

• Justin Clarke Bennitt Investment Adviser Rep CRD 4537574
• Carter Alan Mcclung Investment Adviser Rep CRD 6949879
• Christopher Allan Owens Investment Adviser Rep CRD 5312759

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

37458 Oyster House Rd
Rehoboth Beach, DE 19971

County

Sussex

Metro area

Salisbury, MD-DE

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: bluerockfg.com

Every state, with registration dates

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