
Bedrock Capital is an investment firm dedicated to helping small businesses build long-term financial strength through disciplined, diversified, and transparent investment strategies.
Our purpose is to provide organizations with above-market savings, stable income solutions, and sustainable growth opportunities supported by thoughtful research, prudent risk management, and a commitment to aligned outcomes.
We propel small businesses with investment strategies that provide stability, opportunity, and growth. Our approach is built on disciplined research, diversified asset allocation, and a commitment to delivering consistent, long-term results. By focusing on financial strength and resilience, we help business owners navigate uncertainty and unlock opportunities that support sustainable success.


We operate with unwavering integrity, ensuring every decision aligns with the highest ethical standards and the long-term interests of our investors.
We apply rigorous diligence to every analysis, opportunity, and allocation, ensuring that each investment meets our standards for quality and long-term value.
We prioritize disciplined risk mitigation, building resilient portfolios designed to protect capital and support stable performance across market cycles.
We maintain full transparency in our reporting, communication, and investment process so that stakeholders always understand how their capital is being managed.
We view capital as a responsibility, stewarding each investment with care, prudence, and a long-term perspective.
We uphold a strong commitment to advancing the financial strength and long-term growth of the small businesses we serve.
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Bedrock Research
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Expanded through strategic alliances with financial advisors, small business networks, and institutional partners.
Grew into a dedicated team of five professionals spanning leadership, research, and client relations.
Bedrock Fund was established to create accessible investment opportunities designed for small businesses seeking savings, income, and long-term growth.
Launched, introducing our first diversified investment portfolio. This stage focused on proving our model delivering above-market savings returns and generating additional income.
Office locations in the live music capital, Austin, TX, and the historic Wall Street, New York, financial district.

Dobie Center
2021 Guadalupe St Suite 260, Austin, TX 78705

Wall Street
14 Wall Street, 20th Floor, New York City, 10005