Source Rock Capital Management
Source Rock Capital Management is an investment advisory firm that provides wealth management and financial planning services.
Securities and Advisory Services offered through Prospera Financial Services • Member FINRA(www.finra.org)/SIPC(www.sipc.org) 5429 LBJ Freeway, Suite 400 • Dallas, Texas 75240
215 N Saint Joseph Street | PO Box 1581
Gonzales, TX 78629
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 best 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 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 are committed to only working with the best companies, with the best reputations, the best services, and the best people, and 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.
11/01/2021
How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
Saving for College This calculator can help you estimate how much you should be saving for college.
10/29/2021
Assets minus liabilities = net worth. When was the last time you calculated yours?
What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
10/27/2021
Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
10/25/2021
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
10/22/2021
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
10/20/2021
Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
10/18/2021
Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.
10/15/2021
10/13/2021
10/11/2021
There are ways to protect your business in the event of your death or the death of a partner.
Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.
Alerts
Be the first to know and let us send you an email when Source Rock Capital Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.
Subscribe
We will notify you when anything happens in Gonzales.