BELL ROCK CAPITAL, LLC
CRD #139163 SEC #801-65934 REHOBOTH BEACH, DE 302-227-7608
SEC Registered Disclosures
Total AUM
$192.7M
Discretionary
$192.7M
Employees
6
Clients
0
Accounts
714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $192.7M | $192.7M | $0 | 6 | 0 |
| Feb 2023 | $192.7M | $192.7M | $0 | 6 | 0 |
| Sep 2022 | $237.6M | $237.6M | $0 | 6 | 0 |
| Mar 2022 | $237.6M | $237.6M | $0 | 6 | 0 |
| Feb 2022 | $237.6M | $237.6M | $0 | 6 | 0 |
| Feb 2022 | $237.6M | $237.6M | $0 | 6 | 0 |
| Oct 2021 | $198.8M | $198.8M | $0 | 9 | 0 |
| Sep 2021 | $198.8M | $198.8M | $0 | 9 | 0 |
| May 2021 | $198.8M | $198.8M | $0 | 9 | 0 |
| May 2021 | $198.8M | $198.8M | $0 | 9 | 0 |
| Feb 2021 | $198.8M | $198.8M | $0 | 9 | 0 |
| Nov 2020 | $173.4M | $173.4M | $0 | 9 | 0 |
| Sep 2020 | $173.4M | $173.4M | $0 | 9 | 0 |
| Sep 2020 | $173.4M | $173.4M | $0 | 9 | 0 |
| Jun 2020 | $173.4M | $173.4M | $0 | 9 | 0 |
| Jun 2020 | $173.4M | $173.4M | $0 | 9 | 0 |
| Feb 2020 | $173.4M | $173.4M | $0 | 9 | 0 |
| Feb 2020 | $173.4M | $173.4M | $0 | 9 | 0 |
| Oct 2019 | $220.1M | $220.1M | $0 | 10 | 0 |
| Jul 2019 | $220.1M | $220.1M | $0 | 10 | 0 |
| Mar 2019 | $220.1M | $220.1M | $0 | 10 | 0 |
| Jun 2018 | $244.5M | $244.5M | $0 | 11 | 20 |
| Mar 2018 | $244.5M | $244.5M | $0 | 11 | 20 |
| Sep 2017 | $214.2M | $214.2M | $0 | 9 | 200 |
| Jul 2017 | $214.2M | $214.2M | $0 | 9 | 200 |
| Jun 2017 | $214.2M | $214.2M | $0 | 9 | 200 |
| Jun 2017 | $214.2M | $214.2M | $0 | 9 | 200 |
| Mar 2017 | $214.2M | $214.2M | $0 | 9 | 200 |
| Dec 2016 | $92.6M | $92.6M | $0 | 5 | 200 |
| Oct 2016 | $92.6M | $92.6M | $0 | 5 | 200 |
| Aug 2016 | $92.6M | $92.6M | $0 | 5 | 200 |
| May 2016 | $92.6M | $92.6M | $0 | 5 | 200 |
| Mar 2016 | $92.6M | $92.6M | $0 | 5 | 200 |
| Oct 2015 | $178.2M | $55.3M | $122.9M | 5 | 200 |
| Mar 2015 | $178.2M | $55.3M | $122.9M | 5 | 200 |
| Dec 2014 | $120.5M | $47.5M | $73M | 5 | 26 |
| Mar 2014 | $120.5M | $47.5M | $73M | 5 | 26 |
| Mar 2014 | $120.5M | $47.5M | $73M | 5 | 26 |
| Aug 2013 | $198.2M | $44.4M | $153.8M | 4 | 26 |
| Jan 2013 | $223.1M | $44.2M | $178.9M | 5 | 26 |
| Mar 2012 | $223.1M | $44.2M | $178.9M | 1 | 26 |
| Feb 2012 | $223.1M | $44.2M | $178.9M | 1 | 26 |
| Feb 2011 | $215.2M | $41.8M | $173.4M | 5 | -- |
| Jan 2010 | $36.7M | $36.7M | $0 | 5 | -- |
| Mar 2008 | $370M | $80M | $290M | 5 | -- |
| Jan 2008 | $170M | $170M | $0 | 5 | -- |
| Sep 2007 | $170M | $170M | $0 | 5 | -- |
| Feb 2007 | $170M | $170M | $0 | 5 | -- |
| Jan 2007 | $65M | $65M | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
DateJul 2023
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2021
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2019
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees10
Clients0
DateJul 2019
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees10
Clients0
DateJun 2018
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients20
DateMar 2018
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients20
DateSep 2017
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees9
Clients200
DateJul 2017
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees9
Clients200
DateJun 2017
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees9
Clients200
DateJun 2017
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees9
Clients200
DateMar 2017
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees9
Clients200
DateDec 2016
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees5
Clients200
DateOct 2016
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees5
Clients200
DateAug 2016
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees5
Clients200
DateMay 2016
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees5
Clients200
DateOct 2015
Total AUM$178.2M
Discretionary$55.3M
Non-Disc.$122.9M
Employees5
Clients200
DateMar 2015
Total AUM$178.2M
Discretionary$55.3M
Non-Disc.$122.9M
Employees5
Clients200
DateDec 2014
Total AUM$120.5M
Discretionary$47.5M
Non-Disc.$73M
Employees5
Clients26
DateMar 2014
Total AUM$120.5M
Discretionary$47.5M
Non-Disc.$73M
Employees5
Clients26
DateMar 2014
Total AUM$120.5M
Discretionary$47.5M
Non-Disc.$73M
Employees5
Clients26
DateAug 2013
Total AUM$198.2M
Discretionary$44.4M
Non-Disc.$153.8M
Employees4
Clients26
DateJan 2013
Total AUM$223.1M
Discretionary$44.2M
Non-Disc.$178.9M
Employees5
Clients26
DateMar 2012
Total AUM$223.1M
Discretionary$44.2M
Non-Disc.$178.9M
Employees1
Clients26
DateFeb 2012
Total AUM$223.1M
Discretionary$44.2M
Non-Disc.$178.9M
Employees1
Clients26
DateFeb 2011
Total AUM$215.2M
Discretionary$41.8M
Non-Disc.$173.4M
Employees5
Clients--
DateJan 2010
Total AUM$36.7M
Discretionary$36.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$370M
Discretionary$80M
Non-Disc.$290M
Employees5
Clients--
DateJan 2008
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--