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ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

SYRACUSE, NY · CRD 115754 · IAPD ↗ · 315-671-0588

$1.84BRegulatory AUM
13Advisory reps
18Employees
0Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ROCKBRIDGE INVESTMENT MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — ROCKBRIDGE INVESTMENT MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2024 — ROCKBRIDGE INVESTMENT MANAGEMENT, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.