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FLAT ROCK GLOBAL

JACKSON, WY · CRD 288551 · IAPD ↗ · flatrockglobal.com · 307-500-5200

$1.57BRegulatory AUM
7Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2025 — FLAT ROCK GLOBAL crossed $1B in regulatory AUM ($833.1M -> $1.31B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
April 2024 — FLAT ROCK GLOBAL reported RAUM up 51% ($552.4M -> $833.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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