Bass Rocks, LLC / Bass Rocks Asset Management

Matthew Kelmon is a financial advisor with Bass Rocks Asset Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Backshore Asset Management, Insperex LLC, Blue Investment Partners, and 2344, LLC. Outside of advisory work, he serves as an outside advisor for Flourish Capital, an early-stage venture investing firm supporting startup entrepreneurs. Bass Rocks Asset Management provides discretionary portfolio management primarily focused on equities, ETFs, and options-related strategies, serving individuals, high-net-worth clients, and other advisers. The firm emphasizes margin and trading strategies, prepares individualized Investment Policy Statements, and manages $16.3 million in discretionary assets as of December 2025.

Nicholas Tognoli is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and no prior industry experience before beginning his advisory career in 2023. His work history includes a year at Brookwood Investment Group and five years at Arizona State University. Bass Rocks Asset Management provides discretionary portfolio management primarily to individuals, high-net-worth clients, and other advisers, focusing on equities, ETFs, and options-related strategies. The firm emphasizes the use of margin and both fundamental and technical analysis, with client accounts custodied at Schwab Institutional.