Data / Investment advisers / Texas / Birdrock Wealth
Birdrock Wealth, Austin, TX: $146 million AUM, SEC registered investment adviser
Birdrock Wealth is an SEC registered investment adviser with its main office in Austin, Texas and reports $146 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, individuals and investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 138872
- SEC file number
- 801-66711
- SEC status
- Approved, effective May 12, 2006
- Legal name
- Bird Rock Asset Management, LP.
- Main office
- 9433 Bee Cave Rd BLDG 2, Suite 203, Austin, TX 78733
- Phone
- (512) 236-0071
- Website
- birdrockwealth.com
- Regulatory AUM
- $146,306,159 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $140,144,760
- Non discretionary AUM
- $6,161,399
- Accounts
- 425
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Partnership
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $109 million |
| Individuals (other than high net worth individuals) | 167 | $34 million |
| Investment companies | 2 | $2 million |
| Pension and profit sharing plans | 1 | $1.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $146.3 million | March 26, 2026 |
| December 1, 2025 | $136.5 million | March 27, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Portfolio Management, LLC | Austin | $151.9 million | Not listed | adviserinfo.sec.gov |
| Integrated Wealth Strategies, LLC | Austin | $151.7 million | Not listed | adviserinfo.sec.gov |
| Brookline Wealth, LLC | Austin | $149 million | Not listed | adviserinfo.sec.gov |
| Lucien Stirling & Gray Advisory Group Inc | Austin | $146.6 million | Not listed | adviserinfo.sec.gov |
| Fort Advisors Inc | Austin | $146.3 million | Not listed | adviserinfo.sec.gov |
| Teza Capital Management LLC | Austin | $139.5 million | 1 | adviserinfo.sec.gov |
| Financial Aurora, LLC. | Austin | $130 million | Not listed | adviserinfo.sec.gov |
| Broadhurst Financial Advisors, Inc. | Austin | $128.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Birdrock Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.