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RODGERS BROTHERS, INC.

HARMONY, PA · CRD 16197 · IAPD ↗ · moncapfund.com · 724-473-4003

$1.04BRegulatory AUM
9Advisory reps
19Employees
0Clients
n/aPlanning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — RODGERS BROTHERS, INC. crossed $1B in regulatory AUM ($964.7M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
April 2025 — MONONGAHELA CAPITAL MANAGEMENT is now doing business as RODGERS BROTHERS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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