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Director of Financial Planning · Blue Rock Financial Group

Carter A. McClung

CRD 6949879 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Rock Financial Group, an SEC-registered wealth manager based in Rehoboth Beach, DE with $382 million in regulatory assets, lists Carter A. McClung on its Form ADV as Director of Financial Planning, a control person.

Firms and roles

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Carter’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.