Falists
← Back to search

ROCKBRIDGE CAPITAL, LLC

CRD 161078 · SEC 801-74104

Visit website

4124 WORTH AVENUE, COLUMBUS, OH, 43219-4026, United States

Phone

614-246-2400

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.01B

Discretionary AUM

$5.01B

Team

125 total employees; 21 advisory reps; 23 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles23$5.01B

States served

OH

All web addresses on file

Official SEC filing: View on IAPD