About Bell Rock Capital, LLC
<p>From its base in Rehoboth Beach on Delaware’s Atlantic coast, Bell Rock Capital, LLC works with individuals and employer retirement plans as a registered investment advisor. The firm was founded in 2006 and reports $0.3B in assets under management as of 2026.</p> <p>Bell Rock Capital focuses on portfolio construction tied to a client’s income needs and risk tolerance. Instead of model portfolios or mutual funds, the advisors select specific investment products and services for each client and manage accounts with ongoing review and portfolio changes when needed.</p> <p>For employers across the United States, the firm provides retirement plan fiduciary services and works alongside a network of allied financial professionals to cover related banking and financial needs. One point that sets the firm apart is its preference for building portfolios security-by-security rather than defaulting to packaged models.</p> <p>Bell Rock Capital also supports charitable organizations focused on women’s issues, LGBTQ+ issues, and homelessness.</p> <ul> <li>Registered investment advisor founded in 2006</li> <li>Investment management based on income needs and risk tolerance</li> <li>Security selection approach instead of model portfolios or mutual funds</li> <li>Retirement plan fiduciary services for employers nationwide (<a href="/plan-advisors">plan advisors</a>)</li> <li>Community support for women’s issues, LGBTQ+ issues, and homelessness</li> </ul>
Website: https://bellrockcapital.yolasite.com/
Founded: 2006
Office Locations
- Rehoboth Beach, DE (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $304.9M