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WHITE ROCK CAPITAL

DALLAS, TX · CRD 114877 · IAPD ↗ · 214-526-1465

$217.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — WHITE ROCK CAPITAL reported RAUM up 26% ($172.3M -> $217.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
May 2024 — WHITE ROCK CAPITAL reported RAUM up 49% ($97.3M -> $145.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — WHITE ROCK CAPITAL reported RAUM up 43% ($68.2M -> $97.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.