Rockbridge Asset Management, LLC
SEC RegisteredWelcome.
About the firm
Rockbridge Asset Management is an investment management firm that aims to provide returns exceeding those investors can achieve by investing in a low-cost, unmanaged index fund. It constructs concentrated portfolios of publicly-traded equities, focusing on sustainably high return on invested capital, shareholder-friendly management, and bargain valuation at the time of acquisition.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Construction of concentrated portfolios of publicly-traded equities, with investment decisions driven by sustainably high return on invested capital, excellent shareholder-friendly management, and bargain valuation at the time of acquisition.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $3.4M |
| High Net Worth Individuals | 44 | $163M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 2 | $39M |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rockbridge Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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