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They include 321 individual clients and 65 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bullock Wealth Management Group offer?","answer":"Bullock Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bullock Wealth Management Group charge?","answer":"Bullock Wealth Management Group charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.","source":"WELLINGTON INVESTMENT ADVISORS BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bullock Wealth Management Group use?","answer":"Bullock Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $251M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bullock Wealth Management Group have?","answer":"Bullock Wealth Management Group has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 9 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bullock Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Bullock Wealth Management Group’s separately managed accounts held 45% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 5% investment grade corporate bonds, 3% other and 1% high-yield corporate bonds. The 3% other category is described as: Structured Products and Alternative Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bullock Wealth Management Group?","answer":"Bullock Wealth Management Group’s direct owner is Paul Bullock (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bullock Wealth Management Group get paid?","answer":"Bullock Wealth Management Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Bullock Wealth Management Group registered with the SEC?","answer":"Yes, Bullock Wealth Management Group has been registered with the SEC as an investment adviser since 23 June 2021. Its CRD number is 283853 and its SEC file number is 801-121578.","source":"Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Bullock Wealth Management Group?","answer":"Bullock Wealth Management Group’s main office is at 121 E. 6th Street, Suite 2, Bloomington, IN 47408. Its phone number is 812-333-0874. 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