# Rockbridge Capital, LLC

> Rockbridge Capital, LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 161078
- Filed as: ROCKBRIDGE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161078
- AdvisorCensus page: https://advisorcensus.com/firm/rockbridge-capital-llc-columbus-oh-161078

## Quick answers

**How is Rockbridge Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rockbridge Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Rockbridge Capital, LLC located?**
Rockbridge Capital, LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Rockbridge Capital, LLC registered with the SEC or a state?**
Rockbridge Capital, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161078.

**How much does Rockbridge Capital, LLC manage?**
Rockbridge Capital, LLC reports $5,007,030,717 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**How have Rockbridge Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Rockbridge Capital, LLC: Regulatory assets under management: $2,746,962,463 in the October 2021 data and $5,007,030,717 in the October 2026 data, up 82%. Total employees: 82 in October 2021 and 125 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rockbridge Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23).

**Does Rockbridge Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161078

**What changed in Rockbridge Capital, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $5,007,030,717
- Discretionary: $5,007,030,717
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $5,007,030,717 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 125 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rockbridgeholdings.com
- Facebook @rbinvestmentplatform
- Instagram @teamrockbridge
- LinkedIn @rockbridge

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,746,962,463 | 82 | May 6, 2021 |
| October 2022 | $3,502,674,069 | 74 | June 6, 2022 |
| October 2023 | $3,811,297,229 | 82 | May 2, 2023 |
| October 2024 | $4,347,529,128 | 112 | May 9, 2024 |
| October 2025 | $4,785,020,050 | 119 | May 6, 2025 |
| October 2026 | $5,007,030,717 | 125 | July 8, 2026 |

Regulatory assets under management: $2,746,962,463 in the October 2021 data and $5,007,030,717 in the October 2026 data, up 82%.
Total employees: 82 in October 2021 and 125 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rockbridge Capital, LLC (CRD 161078): Form ADV filing data as of October 2026.