Rockbridge Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated March 31, 2026, reports $218M in regulatory assets under management, 4 employees, and 63 accounts.
Assets Under Management
$218M
Employees
4
Offices
--
Total Clients
58
Primary office
ALEXANDRIA, VA
225 REINEKERS LANE, SUITE 625, ALEXANDRIA, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.9% of total clients.
Top client categories% of clientsClients
1
HNWI
75.9%
44
2
Individuals
20.7%
12
3
Pooled Investment Vehicles
3.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$218Mas of March 31, 2026
Discretionary100.0%
$218M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$218M
Total Accounts63
10Y AUM Change+$218M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee15:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.