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SOURCEROCK GROUP LLC

DENVER, CO · CRD 307575 · IAPD ↗ · sourcerocklp.com · 720-790-2271

$3.11BRegulatory AUM
10Advisory reps
16Employees
0Clients
n/aPlanning clients
1Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — SOURCEROCK GROUP LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
December 2025 — SOURCEROCK GROUP LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2025 — SOURCEROCK GROUP LLC reported RAUM up 26% ($2.06B -> $2.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — SOURCEROCK GROUP LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — SOURCEROCK GROUP LLC reported RAUM up 77% ($1.16B -> $2.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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