CRD: 115754
Rockbridge Investment Management, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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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
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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