Postrock Partners Llc
- Regulatory AUM
- $489M
- Discretionary
- $456M
- Clients
- 34
- Avg AUM / client
- $14.4M
- Accounts
- 77
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $1.6M | 0.32% |
| High net worth individuals | 19 | $113M | 23.0% |
| Corporations and other businesses | 15 | $375M | 76.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Dean Scott | President And Chief Executive Officer / Chief Compliance Officer | CFP | Oct 2023 (3y) | 50% – 75% |
| Timothy Aaron Dreiling | Chief Investment Officer | CFA | Dec 2023 (3y) | 25% – 50% |
| Chad Michael Treaster | Partner | Jan 2024 (3y) | 5% – 10% | |
| Katherine Elizabeth Queen | Registered representative | Jul 2024 (2y) | ||
| Jason Christopher Imlay | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 999 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $489M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗