firm profile
Rockbridge Capital, LLC
Overview
Rockbridge Capital, LLC is an SEC registered investment adviser based in Columbus, OH, registered since 2012. It reports $5B in assets under management across 23 accounts, with 125 employees.
- Reported AUM
- $5B
- Discretionary
- 100%
- Accounts
- 23
- Average account
- $218M
- Employees
- 125
- Registered since
- 2012
- Jurisdictions
- 1
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 6
- James Thomas Merkel Chief Executive Officer CRD 2520680
- Brett McFadden Alexander Chief Risk Officer CRD 2811399
- Eric Bryan Phipps Chief Compliance Officer CRD 2766256
3 more executive officers, with direct contact details
Location
- Headquarters
- 4124 Worth Ave
Columbus, OH 43219 - County
- Franklin
- Metro area
- Columbus, OH
- Region
- Midwest
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: rockbridgeholdings.com
Every state, with registration dates
Similar firms near Columbus
- Nationwide Fund AdvisorsColumbus, OH$83.1B AUM
- Diamond Hill Capital Management, LLCColumbus, OH$29.4B AUM
- Nationwide Investment Advisors, LLCColumbus, OH$16.7B AUM
- Nationwide Asset Management, LLCColumbus, OH$15.2B AUM
- The Huntington Investment CompanyColumbus, OH$7.9B AUM
request a demo
See what we have on Rockbridge Capital, LLC
We'll walk you through the full profile and how to find more firms like this one.