Birdrock Wealth

BirdRock Asset Management, also known as BirdRock Wealth, is a registered investment adviser based in Austin, Texas. The firm was established in 2006 and is owned by Stephen K. Levy, Jr. and Heather Justman. BirdRock offers investment advice, discretionary and nondiscretionary supervisory services, primarily focusing on equity investment management and asset allocation management. Their core strategies include Small Cap Value and Large Cap Value, emphasizing value investing for long-term returns. Additionally, they provide Tactical Asset Allocation Strategies and financial planning models for high net worth individuals. BirdRock's fee structure for actively managed retail clients ranges from 0.80% to 1.25%, with negotiable fees and householding options available. The firm acts as a fiduciary, ensuring that client interests come first. Clients have control over their investments, with the option to tailor asset allocations and impose restrictions on securities. BirdRock manages over $131 million in discretionary assets and $4.9 million in nondiscretionary assets as of December 31, 2024. The firm does not accept performance-based fees and has no disciplinary history. Clients receive regular account reviews and detailed reports, with transparency on fees and investment decisions. BirdRock does not vote proxies for clients but may provide recommendations upon request.