CRD: 115754
Rockbridge Investment Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-18-2001
- Office Locations
- 1
Office Locations
About Rockbridge Investment Management, LLC
Rockbridge Investment Management is a fee-only RIA providing clear financial planning and portfolio management for individuals and business owners, with ongoing plan reviews and coordination around tax and estate needs. Their investing centers on diversified asset allocation, risk management, and keeping costs low rather than chasing active manager outperformance, often using ETFs and public funds. Primary custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 27, 2025 and July 14, 2026, reported AUM increased 10.6%, from $1.7B to $1.8B.
Across 5 reported observations, AUM increased 16.9% between June 30, 2022 and July 14, 2026, from $1.6B to $1.8B.
Of the latest reported AUM, 97.2% is discretionary and 2.8% is non-discretionary.
The firm reports 13 advisory representatives and 1,587 clients, or 122.1 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Rockbridge Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID MATTHEW CARROLL
Manager
- CRD
- #6034191
- Ownership
- 25% but less than 50%
PATRICK EUGENE ROHE
Chief Executive Officer, Partner
- CRD
- #5556468
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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CLAIRE ELIZABETH ARIGLIO
Investment Advisor
- CRD
- #6403263
Zachary Dillon DeBottis
--
- CRD
- #7371344
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,786,617,133 | $440,379 |
| Non-Discretionary | $50,824,728 | $668,746 |
| Total | $1,837,441,861 | $444,578 |
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Separately Managed Accounts
SMA allocation detail is available
Rockbridge Investment Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Rockbridge Investment Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.