Data / Investment advisers / Virginia / Rockbridge Asset Management, LLC
Rockbridge Asset Management, LLC, Alexandria, VA: $218 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Rockbridge Asset Management, LLC is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $218 million in regulatory assets under management in its Form ADV filed July 16, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
The request: Watch Rockbridge Asset Management, LLC (CRD number 329880): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 329880
- SEC file number
- 801-129762
- SEC status
- Approved, effective March 22, 2024
- Main office
- 225 Reinekers Lane Suite 625, Alexandria, VA 22314
- Phone
- (571) 982-5398
- Website
- rockbridgecap.com
- Regulatory AUM
- $218,011,000 in the Form ADV filed July 16, 2026
- Discretionary AUM
- $218,011,000
- Accounts
- 63
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $51,701,275
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $163 million |
| Pooled investment vehicles | 2 | $39.5 million |
| Charitable organizations | Fewer than 5 | $8.9 million |
| Individuals (other than high net worth individuals) | 12 | $3.4 million |
| Corporations or other businesses | Fewer than 5 | $3.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $218 million | March 31, 2026 |
| December 1, 2025 | $189.4 million | March 31, 2025 |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Avenir Corporation | Alexandria | $849.3 million | Not listed | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | Not listed | adviserinfo.sec.gov |
| McLaughlin Ryder Investments, Inc. | Alexandria | $522.1 million | Not listed | adviserinfo.sec.gov |
| Westbourne Investments, Inc. | Alexandria | $276.4 million | Not listed | adviserinfo.sec.gov |
| Retirement Planology, Inc. | Alexandria | $265.9 million | Not listed | adviserinfo.sec.gov |
| McGinn Penninger Investment Management Inc. | Alexandria | $204.4 million | Not listed | adviserinfo.sec.gov |
| 8th Street Investments, LLC | Alexandria | $166.9 million | Not listed | adviserinfo.sec.gov |
| Piedmont Wealth Management | Alexandria | $156.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Rockbridge Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.