WHITE ROCK CAPITAL

3131 Turtle Creek Blvd.
Suite 800
Dallas, Texas 75219
Tel: 214-526-1465

About WHITE ROCK CAPITAL

WHITE ROCK CAPITAL, formally registered with the SEC as WHITE ROCK CAPITAL. The firm was established in 02/19/2021. They have over 1 offices throughout the country.

WHITE ROCK CAPITAL is a Dallas, Texas based Financial Planning firm with nearly $145,054,600 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114877
SEC#	801-120368
Assets Managed by Firm	$145,054,600
No. of Clients	3
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$145,054,600
High net worth individuals	Fewer than 5 clients	$55,000,000

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