# Bayrock Financial, L.L.C.

> Bayrock Financial, L.L.C. is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 305467
- Filed as: BAYROCK FINANCIAL, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305467
- AdvisorCensus page: https://advisorcensus.com/firm/bayrock-financial-l-l-c-305467

## Quick answers

**How is Bayrock Financial, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Bayrock Financial, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Bayrock Financial, L.L.C. registered with the SEC or a state?**
Bayrock Financial, L.L.C. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305467.

**How much does Bayrock Financial, L.L.C. manage?**
Bayrock Financial, L.L.C. reports $61,026,359 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (85% discretionary).

**What types of clients does Bayrock Financial, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (153); high net worth individuals (1).

**Does Bayrock Financial, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305467

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $61,026,359
- Discretionary: $52,039,900
- Non-discretionary: $8,986,459

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $52,039,900 |
| High net worth individuals | 1 | $8,986,459 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bayrockfinancial.com
- missionalmoney.com
- Facebook @JMunchbach
- LinkedIn @JimMunchbach
- X @JimMunchbach

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bayrock Financial, L.L.C. (CRD 305467): Form ADV filing data as of October 2026.