# Bedrock Investment Advisors

> Bedrock Investment Advisors is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2024.

- CRD: 173131
- Filed as: BEDROCK INVESTMENT ADVISORS
- Legal name: BWM Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 4, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173131
- AdvisorCensus page: https://advisorcensus.com/firm/bedrock-investment-advisors-scottsdale-az-173131

## Quick answers

**How is Bedrock Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Bedrock Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bedrock Investment Advisors located?**
Bedrock Investment Advisors' principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Bedrock Investment Advisors registered with the SEC or a state?**
Bedrock Investment Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 173131.

**How much does Bedrock Investment Advisors manage?**
Bedrock Investment Advisors reports $49,768,046 in regulatory assets under management in its Form ADV filing dated March 4, 2024 (100% discretionary).

**What types of clients does Bedrock Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (138); individuals (other than high net worth individuals) (86).

**Does Bedrock Investment Advisors 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/173131

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,768,046
- Discretionary: $49,768,046
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $7,681,025 |
| High net worth individuals | 138 | $42,087,021 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bedrockia.com
- steelecap.net
- Facebook @BEDROCK-INVESTMENT-ADVISORS-LLC
- Facebook @STEELECAPITAL
- LinkedIn @BEDROCK-INVESTMENT-ADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bedrock Investment Advisors (CRD 173131): Form ADV filing data as of October 2026.