ROCKBRIDGE CAPITAL, LLC
CRD #161078 SEC #801-74104 COLUMBUS, OH 614-246-2400
SEC Registered Private Funds
Total AUM
$4.8B
Discretionary
$4.8B
Employees
119
Clients
0
Accounts
22
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ALEXANDER, BRETT, MCFADDEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| CALLENTINE, RONALD, LEE | I | CHAIRMAN | NA | Control |
| Campbell, Robert, E | I | INTERIM CHIEF FINANCIAL OFFICER | NA | |
| Campbell, Robert, E | I | INTERIM CHIEF FINANCIAL OFFICER | NA | |
| Campbell, Robert, E | I | INTERIM CHIEF FINANCIAL OFFICER | NA | |
| Campbell, Robert, E | I | INTERIM CHIEF FINANCIAL OFFICER | NA | |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DENZ, STEPHEN, CHARLES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUSSEAU, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Edwards, Tamre, Farid | I | GENERAL COUNSEL | NA | Control |
| Edwards, Tamre, Farid | I | GENERAL COUNSEL | NA | Control |
| Edwards, Tamre, Farid | I | GENERAL COUNSEL | NA | Control |
| Edwards, Tamre, Farid | I | GENERAL COUNSEL | NA | Control |
| Edwards, Tamre, Farid | I | GENERAL COUNSEL | NA | Control |
| Edwards, Tamre, Farid | I | GENERAL COUNSEL | NA | Control |
| Edwards, Tamre, Farid | I | GENERAL COUNSEL | NA | Control |
| Edwards, Tamre, Farid | I | GENERAL COUNSEL | NA | Control |
| FORSMAN, LARA, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FORSMAN, LARA, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FORSMAN, LARA, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FORSMAN, LARA, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FORSMAN, LARA, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FORSMAN, LARA, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMES, JOHN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | STRATEGIC ADVISER | NA | Control |
| Hansell, Jordan, Burke | I | PRESIDENT | NA | Control |
| Hansell, Jordan, Burke | I | STRATEGIC ADVISER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL/INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KREBS, KENNETH, JEFFREY | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Lyons, Steve, John Henry | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Lyons, Steve, John Henry | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MERKEL, JAMES, THOMAS | I | EXECUTIVE VICE PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | EXECUTIVE VICE PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | EXECUTIVE VICE PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | EXECUTIVE VICE PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | EXECUTIVE VICE PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MERKEL, JAMES, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MILLER, LINDA, JOHNSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MILLER, LINDA, JOHNSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MILLER, LINDA, JOHNSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, ERIC, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Walter, Todd, Andrew | I | GENERAL COUNSEL | NA | Control |
| Walter, Todd, Andrew | I | GENERAL COUNSEL | NA | Control |
| Walter, Todd, Andrew | I | GENERAL COUNSEL | NA | Control |
| Walter, Todd, Andrew | I | GENERAL COUNSEL | NA | Control |
| Walter, Todd, Andrew | I | GENERAL COUNSEL | NA | Control |
| Walter, Todd, Andrew | I | GENERAL COUNSEL | NA | Control |
| Walter, Todd, Andrew | I | GENERAL COUNSEL | NA | Control |
| ROCKBRIDGE CAPITAL HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| ROCKBRIDGE CAPITAL HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| ROCKBRIDGE CAPITAL HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| ROCKBRIDGE CAPITAL HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| ROCKBRIDGE CAPITAL HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| ROCKBRIDGE CAPITAL HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A | |
| RONALD L. CALLENTINE TRUST | DE | NON-MANAGING MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, PAULA, CHRISTINE | I | RONALD L. CALLENTINE TRUST | F | |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| CALLENTINE, RONALD, LEE | I | RONALD L. CALLENTINE TRUST | F | Control |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, PATIENCE, GARVEY | I | STEPHEN C. DENZ TRUST | F | |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| DENZ, STEPHEN, CHARLES | I | STEPHEN C. DENZ TRUST | F | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | RB FOUNDERS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| RB FOUNDERS, LLC | DE | ROCKBRIDGE HOLDINGS, LLC | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | ROCKBRIDGE CAPITAL HOLDINGS, LLC | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | ROCKBRIDGE CAPITAL HOLDINGS, LLC | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | ROCKBRIDGE CAPITAL HOLDINGS, LLC | E | Control |
| ROCKBRIDGE HOLDINGS, LLC | DE | ROCKBRIDGE CAPITAL HOLDINGS, LLC | E | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | D | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| KREBS, KENNETH, JEFFREY | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| MERKEL, JAMES, THOMAS | I | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
| STEPHEN C. DENZ TRUST | DE | ROCKBRIDGE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
May 6, 2025 REGISTERED
Notice Filings (1)
OH
Address
4124 WORTH AVENUECOLUMBUS, OH 43219-4026
United States
Phone: 614-246-2400