# Whitetail Rock Capital Management

Whitetail Rock Capital Management is a Bank / Wealth / Trust based in Lincoln, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lincoln, United States
- **Region:** North America
- **Address:** Lincoln, NE, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** wtadv.com
- **LinkedIn:** linkedin.com/company/whitetail-rock-capital-management-llc

## Regulatory record

- **CRD number:** 156675
- **SEC file number:** 801-72219
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156675

## About

Whitetail Rock Capital Management is an SEC-registered investment adviser in Lincoln, NE, established in 2011. The firm manages $3.3 billion in assets. It has 3 employees and 2 investment advisers.

## Questions

### What investment services does Whitetail Rock provide?

Based on its regulatory filings, Whitetail Rock offers discretionary portfolio management services. This means the firm has trading authority within client accounts under agreed-upon investment guidelines. It also provides financial planning and advisory services to high-net-worth individuals. Its approach is rooted in public-market securities rather than sourcing private company direct investments.

### What distinguishes Whitetail Rock from larger national wealth managers?

Whitetail Rock's local presence in Lincoln, Nebraska, offers clients direct access to portfolio managers without the intermediary layers common at wirehouse competitors. The firm's state registration alongside SEC filing obligations reflects a mid-sized advisory practice that is large enough to have federal oversight but small enough to maintain a regional focus. Its geography connects it to wealth generated in agriculture, insurance, and regional manufacturing rather than tech or finance hubs.

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Last updated: 2026-06-03T20:00:00.000Z

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