# Bullock Capital Alliance, Inc.

> Bullock Capital Alliance, Inc. is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 121485
- Filed as: BULLOCK CAPITAL ALLIANCE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121485
- AdvisorCensus page: https://advisorcensus.com/firm/bullock-capital-alliance-inc-colorado-springs-co-121485

## Quick answers

**How is Bullock Capital Alliance, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bullock Capital Alliance, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bullock Capital Alliance, Inc. located?**
Bullock Capital Alliance, Inc.'s principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Bullock Capital Alliance, Inc. registered with the SEC or a state?**
Bullock Capital Alliance, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 121485.

**How much does Bullock Capital Alliance, Inc. manage?**
Bullock Capital Alliance, Inc. reports $98,104,933 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).

**What types of clients does Bullock Capital Alliance, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (21).

**Does Bullock Capital Alliance, Inc. 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/121485

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $98,104,933
- Discretionary: $97,452,686
- Non-discretionary: $652,247

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $13,819,364 |
| High net worth individuals | 30 | $84,285,569 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bullock Capital Alliance, Inc. (CRD 121485): Form ADV filing data as of October 2026.