Planrock Investment Management, LLC
● SEC registered since 2020CRD 304803SEC# 801-118167Brentwood, TN
Reg. AUM
$71.1M
Employees
7
Accounts
146
Location
Brentwood, TN
Planrock Investment Management, LLC assets under management
Planrock Investment Management, LLC is a registered investment adviser overseen by the SEC based in Brentwood, TN. The firm has been registered since 2020. It reports $71.1 million in regulatory assets under management and employs 7 people.
Planrock Investment Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Michael Hammers Control | Cco / Managing Partner/Cio | Over 75% | 2019 |
Frequently asked questions
How much does Planrock Investment Management, LLC manage?
Planrock Investment Management, LLC reports $71.1 million in regulatory assets under management on its Form ADV.
How many employees does Planrock Investment Management, LLC have?
Planrock Investment Management, LLC reports 7 employees.
Where is Planrock Investment Management, LLC located?
Planrock Investment Management, LLC is based in Brentwood, TN and has been SEC-registered since 2020.
Does Planrock Investment Management, LLC disclose fund performance?
Planrock Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 109 Westpark Dr, Suite 105, Brentwood, TN 37027 |
| Phone | 800-677-6025 |
| Office hours | 9a.m. - 2p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$71.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$71.1Mregulatory AUM
Discretionary $71.1M