# Solid Rock Investment Advisory LLC

Solid Rock Investment Advisory LLC is a Multi Family Office based in Cleveland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2015
- **Assets under management:** $500M (Altss estimate)
- **Website:** www.solidrockadvisory.com

## Regulatory record

- **CRD number:** 339036
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339036

## About

SOLID ROCK INVESTMENT ADVISORY LLC is a state-registered investment adviser in CLEVELAND, TN. The firm manages $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Healthcare Services
- Enterprise Software
- Real Estate

## People

- Jeffrey R. Brown — Managing Partner
- David A. Weiner — Managing Partner

## Questions

### 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.

### 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.

## Related profiles

- [Duvall Wealth Management](https://altss.com/profile/duvall-wealth-management-llc)
- [Lightcone Ventures](https://altss.com/profile/lightcone-ventures)

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Last updated: 2026-07-06T01:24:25.765Z

Canonical page: https://altss.com/profile/solid-rock-investment-advisory-llc

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