Bullock Wealth Management Group Inc.
● SEC registered since 2021CRD 283853SEC# 801-121578Bloomington, IN
Reg. AUM
$261.4M
Employees
10
Accounts
1,019
Location
Bloomington, IN
Bullock Wealth Management Group Inc. assets under management
Bullock Wealth Management Group Inc. is an investment advisory firm registered with the SEC based in Bloomington, IN. The firm has been registered since 2021. It reports $261.4 million in regulatory assets under management and employs 10 people.
Bullock Wealth Management Group Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katrina Bullock Control | Chief Compliance Officer | Under 5% | 2022 |
| Paul Elliott Bullock Control | Ceo, President | Over 75% | 2009 |
Frequently asked questions
How much does Bullock Wealth Management Group Inc. manage?
Bullock Wealth Management Group Inc. reports $261.4 million in regulatory assets under management on its Form ADV.
How many employees does Bullock Wealth Management Group Inc. have?
Bullock Wealth Management Group Inc. reports 10 employees.
Where is Bullock Wealth Management Group Inc. located?
Bullock Wealth Management Group Inc. is based in Bloomington, IN and has been SEC-registered since 2021.
Does Bullock Wealth Management Group Inc. disclose fund performance?
Bullock Wealth Management Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 121 E. 6th Street, Suite 2, Bloomington, IN 47408 |
| Phone | 812-333-0874 |
| Fax | 812-245-0694 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$261.4Mregulatory AUM
Discretionary $261.4M