B
Bullock Capital Alliance, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$98,104,933
Total clients
51
59% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average account size
$1,923,626
About
Bullock Capital Alliance provides investment supervisory and wealth management services to individuals and to entities such as pension plans, trusts, estates, and charitable organizations. The firm manages roughly $98.1 million across about 51 client relationships and operates as a fee-only fiduciary that typically charges asset-based advisory fees.
The firm employs a strategic asset-allocation, core-and-satellite approach that relies on index mutual funds and ETFs as the core while adding active funds, sector tilts, or third‑party managers where opportunities are identified. Portfolios are globally diversified (including bond and commodity funds), subject to quarterly in‑house reviews, and are generally managed on a discretionary basis within signed target allocation policy statements with limited tactical flexibility.
Notable distinctions include that the principal holds CPA and PFS credentials and integrates tax and trust-accounting considerations into wealth management, while reserving more detailed estate or insurance engagements for separate agreements. The firm documents its due diligence on third‑party managers, factors third‑party fees into suitability assessments, and cites access to institutional, advisor‑only fund platforms and custodian services as part of its operational model.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Retirement income strategy
Fee options
$0 - $1,000,000: 0.80% annually $1,000,000 - $3,000,000: 0.70% annually $3,000,000 - $5,000,000: 0.60% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually
$300 per hour for additional wealth management services
Account minimum: $1,000 per quarter Minimum fee: $1,000 per quarter (negotiable) Fee-only: Fee-only advisor, no commissions received
Main office location
Bullock Capital Alliance, Inc.
1880 Office Club Pointe, Suite 120
Colorado Springs CO 80920-5008, United States
Number of offices
1
Most active in
Bullock Capital Alliance, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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