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BLUE ROCK FINANCIAL GROUP
Legal name: DRAVO BAY LLC
CRD 298558File 801-117998
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$381.8M
Below cohort median (national)
Discretionary AUM
$278.7M
Non-discretionary $103.1M
Clients
314
795 accounts
Employees
10
Below cohort median in DE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 24, 2020
- Principal office
- 37458 OYSTER HOUSE ROAD, REHOBOTH BEACH, DE, 19971
- Phone
- (302) 752-6637
- Website
- https://bluerockfg.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $381.8M
- Discretionary AUM
- $278.7M
- Non-discretionary AUM
- $103.1M
- Discretionary accounts
- 754
- Non-discretionary accounts
- 41
- Total accounts
- 795
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.2M |
| High net worth individuals | 125 | $193.8M |
| Pension and profit sharing plans | 49 | $116.9M |
| Individuals (other than high net worth individuals) | 140 | $65.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 10 | increased by3 |
| Apr 1, 2026 | Clients | 317 | 314 | decreased by3 |
| Apr 1, 2026 | AUM | $335,047,553 | $381,821,487 | increased by$46,773,934 |
| Apr 1, 2026 | Accounts | 838 | 795 | decreased by43 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 282 | 317 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $196,880,020 | $335,047,553 | increased by$138,167,533 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 589 | 838 | increased by249 |
| Apr 1, 2022 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2022 | Clients | 189 | 282 | increased by93 |
| Apr 1, 2022 | AUM | $153,885,000 | $196,880,020 | increased by$42,995,020 |
| Apr 1, 2022 | Accounts | 467 | 589 | increased by122 |
| Aug 1, 2021 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLUE ROCK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUE ROCK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.