Rockbridge Investment Management, LLC
● SEC registered since 2001CRD 115754SEC# 801-60639Syracuse, NY
Reg. AUM
$1.84B
Employees
18
Accounts
4,133
Location
Syracuse, NY
Rockbridge Investment Management, LLC assets under management
Rockbridge Investment Management, LLC operates as an SEC-registered investment adviser based in Syracuse, NY. The firm has been registered since 2001. It reports $1.8 billion in regulatory assets under management and employs 18 people.
Rockbridge Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Robert Farella Control | Manager | 10-25% | 2008 |
| Craig Allen Buckhout Control | Manager | 5-10% | 1997 |
| David Krawczyk Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Rockbridge Investment Management, LLC manage?
Rockbridge Investment Management, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Rockbridge Investment Management, LLC have?
Rockbridge Investment Management, LLC reports 18 employees.
Where is Rockbridge Investment Management, LLC located?
Rockbridge Investment Management, LLC is based in Syracuse, NY and has been SEC-registered since 2001.
Does Rockbridge Investment Management, LLC disclose fund performance?
Rockbridge Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 220 South Warren Street, 9th Floor, Syracuse, NY 13202 |
| Phone | 315-671-0588 |
| Fax | 315-671-0589 |
| Office hours | 8a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.84B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.84Bregulatory AUM
Discretionary $1.79BNon-discretionary $50.8M