Source Rock Capital Management

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 famil

ies, 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.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
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How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

Assets minus liabilities = net worth. When was the last time you calculated yours?
10/29/2021

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
10/27/2021

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
10/25/2021

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

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.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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There’s no shortage of investment analysis for anyone interested. What’s important to understand?

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.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
10/18/2021

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

10/15/2021

Your home mortgage interest may be deductible. Do you itemize your deductions?

10/13/2021

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

There are ways to protect your business in the event of your death or the death of a partner.
10/11/2021

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

In September, stocks hit some turbulence, turning cautious amid slowing economic growth and policy debate in Washington.
10/08/2021

In September, stocks hit some turbulence, turning cautious amid slowing economic growth and policy debate in Washington.

Monthly Market Insights | October 2021 U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The Dow Jones Industrial Average fell 4.29 percent while the S...

10/08/2021

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

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Gonzales, TX
78629

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