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ELDRED ROCK PARTNERS, LLC

SAN ANTONIO, TX · CRD 316401 · IAPD ↗ · eldredrock.com · 726-208-0800

$644.1MRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ELDRED ROCK PARTNERS, LLC crossed $500M in regulatory AUM ($487.6M -> $644.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2025 — ELDRED ROCK PARTNERS, LLC reported RAUM up 44% ($337.9M -> $487.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — ELDRED ROCK PARTNERS, LLC reported RAUM up 63% ($206.8M -> $337.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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