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Solid Rock Investment Advisory LLC
SOLID ROCK INVESTMENT ADVISORY LLC is an SEC-registered investment adviser in CLEVELAND, TN. The firm manages $1 million in regulatory assets.
Solid Rock Investment Advisory LLC
SOLID ROCK INVESTMENT ADVISORY LLC is an SEC-registered investment adviser in CLEVELAND, TN. The firm manages $1 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
Cleveland
Corporate office
New York, NY, United States
Principals
Jeffrey R. Brown
Managing Partner
David A. Weiner
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Solid Rock?
Managing Partners Jeffrey Brown and David Weiner share oversight of investment strategy. Both have backgrounds in private wealth management and transitioned to the RIA model in 2015 (per public record).
How does Solid Rock source proprietary deal flow?
The firm sources deals through its network of entrepreneur clients and relationships with regional banks. It does not disclose a formal direct-sourcing platform or external deal team.
Is Solid Rock structured as a single family office or does it operate more like a wealth manager?
Solid Rock is registered as an RIA but functions as a multi-family office. It serves multiple families, each with tailored allocation mandates, making it distinct from a pure single-family office.
Does Solid Rock participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct investments. Its reported portfolio includes public-market ETFs and separate managed accounts, alongside direct real estate holdings (per public filings).
Which sectors does Solid Rock explicitly avoid?
Public sources do not list sectors the firm avoids. Based on aggregated client backgrounds, it concentrates on healthcare, technology, and real estate while generally avoiding early-stage venture or crypto.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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