Daniel O'Connell
Bullrock Capital · Dublin, Ohio
Daniel O'Connell is a fee-only financial advisor at Bullrock Capital in Dublin, Ohio, who holds the CFP credential. Bullrock Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bullrock Capital |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $88.2M across 252 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5318642 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bullrockcapital.com |
| Profile |
How Daniel's firm compares
- Bullrock Capital's average account is about $350,000, from its Form ADV (assets managed divided by 252 accounts).
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Questions about Daniel
Is Daniel O'Connell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Bullrock Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Bullrock Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel O'Connell based?
Daniel O'Connell is based in Dublin, Ohio.
What credentials does Daniel O'Connell hold?
Daniel O'Connell holds the CFP credential.
Is Daniel O'Connell registered with the SEC?
Yes. Daniel O'Connell is registered as an investment adviser representative in OH and TX (CRD 5318642), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bullrock Capital manage?
Bullrock Capital reports $88.2M across 252 accounts in assets under management.
How do I contact Daniel O'Connell?
Through Daniel's website, www.bullrockcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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