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RIA / WealthAdvisor27 years in industry

MATTHEW KELMON

Advisor at BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT

WALNUT CREEK, CA

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Search this name across graphsid dfx:ria:07ee7197-e67b-ca63-cbaa-753d27c4e309

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 13, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 13, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Oct 12, 2020
First registration: Mar 13, 1999
Dual registered: no
Other names: MATTHEW KELMON|MATTHEW KELMON|MATTHEW NMN KELMON
IAPD individual key: 2320890

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT	State registered	Jan 1, 2026	n/a	yes	WALNUT CREEK, CA	Current employment
BLUE INVESTMENT PARTNERS LLC	Former SEC adviser	Oct 30, 2020	Aug 31, 2021	no	DANVILLE, CA\|ALAMO, CA	Previous registration
BACKSHORE CAPITAL, LLC	n/a	Jan 12, 2009	Dec 31, 2012	no	SAN FRANCISCO, CA	Previous registration
MCF ASSET MANAGEMENT, LLC	n/a	Mar 26, 2008	Jan 30, 2009	no	SAN FRANCISCO, CA	Previous registration
KELMOORE INVESTMENT COMPANY, INC.	n/a	Mar 13, 1999	Feb 12, 2008	no	PALO ALTO, CA\|PALO ALTO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLUE INVESTMENT PARTNERS LLC	BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT	Aug 31, 2021	Jan 1, 2026	1,584	Firm change after gap	RIA to state RIA
BACKSHORE CAPITAL, LLC	BLUE INVESTMENT PARTNERS LLC	Dec 31, 2012	Oct 30, 2020	2,860	Firm change after gap	Other
MCF ASSET MANAGEMENT, LLC	BACKSHORE CAPITAL, LLC	Jan 30, 2009	Jan 12, 2009	-18	Firm change	Other
KELMOORE INVESTMENT COMPANY, INC.	MCF ASSET MANAGEMENT, LLC	Feb 12, 2008	Mar 26, 2008	43	Firm change	Other

Relationships

Registered with (5)

→ BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENTRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ BLUE INVESTMENT PARTNERS LLCRegistered adviserregistration: previous registration
Oct 30, 2020 to Aug 31, 2021factForm ADV
→ BACKSHORE CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 12, 2009 to Dec 31, 2012factForm ADV
→ MCF ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 26, 2008 to Jan 30, 2009factForm ADV
→ KELMOORE INVESTMENT COMPANY, INC.Registered adviserregistration: previous registration
Mar 13, 1999 to Feb 12, 2008factForm ADV

Dated events

No dated event names this entity yet.