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ROCKBRIDGE CAPITAL, LLC

4124 Worth Avenue
Columbus, Ohio 43219-4026
Tel: 614-246-2400

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About ROCKBRIDGE CAPITAL, LLC

ROCKBRIDGE CAPITAL, LLC, formally registered with the SEC as ROCKBRIDGE CAPITAL, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

ROCKBRIDGE CAPITAL, LLC is a Columbus, Ohio based Financial Planning firm with nearly $4,347,529,128 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 112 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#161078
SEC#801-74104
Assets Managed by Firm$4,347,529,128
No. of Clients22
No. of Advisors112

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total22$4,347,529,128

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