Source Rock Capital Management
Source Rock Capital Management is an investment advisory firm that provides wealth management and financial planning services for successful individuals and families, primarily in the oil and gas industry. The firm also provides retirement plan consulting services for businesses.
We help individuals and families plan for life events, be it education funding, retirement, risk management, final disposition of the estate, or any other specific goal. By going through the planning process, we are able to choose the appropriate financial products for our clients' specific needs, and we are able to formulate and execute our clients' plans.
Source Rock Capital Management uses Prospera Financial Services, Broker Dealer of the Year in 2009, 2010, 2012, and 2014 by Investment Advisor Magazine, as its Broker Dealer and Registered Investment Advisor. Through Prospera, we use First Clearing, LLC (a non-bank affiliate of Wells Fargo & Company) as the primary custodian of client funds. This provides clients security in that their assets are held separately from firm operations, and it provides clients all the benefits of a large firm, but with small firm personal care.
As an independent business, there are no proprietary products, clients can have the assurance that their portfolio is constructed for them and their best interest, not a broker’s commission. We work hard to provide individual attention, while at the same time keeping up with cutting edge financial strategies and ever-changing technology. Source Rock Capital Management is located in the historic town of Gonzales, TX.
Prospera Financial Services Support Team
Prospera Financial Services is all about supporting the business of independent financial professionals. They provide a broad menu of investment choices, leading-edge technology and financial tools, expert investment planning and advice, and personalized service — so firms like Source Rock Capital Management can bring their clients the same. Affiliated with the third largest clearing firm in the country, First Clearing, a non-bank affiliate of Wells Fargo & Company, Prospera’s resources are world-class.
Meet a few members of our team at Prospera
Pinnacle Insurance and Financial Services
Pinnacle is the premier marketing organization specializing in the distribution of life insurance, annuities, long term care, and disability insurance products and services. As the leading national marketing firm in the industry, Pinnacle is recognized by Inc. Magazine as one of the fastest growing companies in the US for two consecutive years. Pinnacle’s unmatched value has attracted thousands of top financial professionals as well as many of the top national financial institutions in the US.
Meet a few members of our team at Pinnacle