RODGERS BROTHERS, INC.
Legal name: MONONGAHELA CAPITAL MANAGEMENT
CRD #16197 SEC #801-61034 HARMONY, PA 724-473-4003
SEC Registered
Total AUM
$964.7M
Discretionary
$964.7M
Employees
20
Clients
--
Accounts
1,075
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $964.7M | $964.7M | $0 | 20 | 0 |
| Jan 2025 | $835.9M | $835.9M | $0 | 14 | 0 |
| Oct 2024 | $835.9M | $835.9M | $0 | 14 | 0 |
| Mar 2024 | $835.9M | $835.9M | $0 | 14 | 0 |
| Dec 2023 | $672.9M | $672.9M | $0 | 17 | 0 |
| Mar 2023 | $672.9M | $672.9M | $0 | 17 | 0 |
| Mar 2022 | $717.3M | $717.3M | $0 | 14 | 0 |
| Aug 2021 | $591.7M | $591.7M | $0 | 13 | 0 |
| May 2021 | $591.7M | $591.7M | $0 | 13 | 0 |
| Mar 2021 | $591.7M | $591.7M | $0 | 13 | 0 |
| Jun 2020 | $545.5M | $545.5M | $0 | 12 | 0 |
| Jun 2020 | $545.5M | $545.5M | $0 | 12 | 0 |
| May 2020 | $545.5M | $545.5M | $0 | 13 | 0 |
| Mar 2020 | $545.5M | $545.5M | $0 | 13 | 0 |
| Jan 2020 | $449.9M | $449.9M | $0 | 10 | 0 |
| Mar 2019 | $449.9M | $449.9M | $0 | 10 | 0 |
| Mar 2018 | $433.9M | $433.9M | $0 | 10 | 0 |
| Aug 2017 | $369.4M | $369.4M | $0 | 9 | 400 |
| Jul 2017 | $369.4M | $369.4M | $0 | 9 | 400 |
| Mar 2017 | $369.4M | $369.4M | $0 | 9 | 400 |
| Mar 2016 | $331.9M | $331.9M | $0 | 9 | 400 |
| May 2015 | $311.5M | $311.5M | $0 | 9 | 400 |
| Feb 2015 | $300.5M | $300.5M | $0 | 9 | 400 |
| Feb 2015 | $300.5M | $300.5M | $0 | 9 | 400 |
| Nov 2014 | $300.5M | $300.5M | $0 | 9 | 400 |
| Mar 2014 | $300.5M | $300.5M | $0 | 9 | 400 |
| Mar 2013 | $267.5M | $267.5M | $0 | 8 | 500 |
| Mar 2012 | $234M | $234M | $0 | 6 | 300 |
| May 2011 | $237.9M | $237.9M | $0 | 10 | -- |
| May 2011 | $237.9M | $237.9M | $0 | 10 | -- |
| Mar 2011 | $237.9M | $237.9M | $0 | 10 | -- |
| Mar 2011 | $192.1M | $192.1M | $0 | 10 | -- |
| Mar 2011 | $192.1M | $192.1M | $0 | 10 | -- |
| Mar 2010 | $192.1M | $192.1M | $0 | 10 | -- |
| Feb 2009 | $156.1M | $156.1M | $0 | 10 | -- |
| Mar 2008 | $170.2M | $170.2M | $0 | 10 | -- |
| Jan 2008 | $156.1M | $156.1M | $0 | 10 | -- |
| Mar 2007 | $156.1M | $156.1M | $0 | 10 | -- |
| Dec 2006 | $120.7M | $120.7M | $0 | 10 | -- |
| Mar 2006 | $120.7M | $120.7M | $0 | 10 | -- |
| Mar 2004 | $83.9M | $83.9M | $0 | 10 | -- |
| Oct 2003 | $42.2M | $42.2M | $0 | 10 | -- |
DateMar 2025
Total AUM$964.7M
Discretionary$964.7M
Non-Disc.$0
Employees20
Clients0
DateJan 2025
Total AUM$835.9M
Discretionary$835.9M
Non-Disc.$0
Employees14
Clients0
DateOct 2024
Total AUM$835.9M
Discretionary$835.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$835.9M
Discretionary$835.9M
Non-Disc.$0
Employees14
Clients0
DateDec 2023
Total AUM$672.9M
Discretionary$672.9M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$672.9M
Discretionary$672.9M
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$717.3M
Discretionary$717.3M
Non-Disc.$0
Employees14
Clients0
DateAug 2021
Total AUM$591.7M
Discretionary$591.7M
Non-Disc.$0
Employees13
Clients0
DateMay 2021
Total AUM$591.7M
Discretionary$591.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$591.7M
Discretionary$591.7M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$545.5M
Discretionary$545.5M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$545.5M
Discretionary$545.5M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$545.5M
Discretionary$545.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$545.5M
Discretionary$545.5M
Non-Disc.$0
Employees13
Clients0
DateJan 2020
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$433.9M
Discretionary$433.9M
Non-Disc.$0
Employees10
Clients0
DateAug 2017
Total AUM$369.4M
Discretionary$369.4M
Non-Disc.$0
Employees9
Clients400
DateJul 2017
Total AUM$369.4M
Discretionary$369.4M
Non-Disc.$0
Employees9
Clients400
DateMar 2017
Total AUM$369.4M
Discretionary$369.4M
Non-Disc.$0
Employees9
Clients400
DateMar 2016
Total AUM$331.9M
Discretionary$331.9M
Non-Disc.$0
Employees9
Clients400
DateMay 2015
Total AUM$311.5M
Discretionary$311.5M
Non-Disc.$0
Employees9
Clients400
DateFeb 2015
Total AUM$300.5M
Discretionary$300.5M
Non-Disc.$0
Employees9
Clients400
DateFeb 2015
Total AUM$300.5M
Discretionary$300.5M
Non-Disc.$0
Employees9
Clients400
DateNov 2014
Total AUM$300.5M
Discretionary$300.5M
Non-Disc.$0
Employees9
Clients400
DateMar 2014
Total AUM$300.5M
Discretionary$300.5M
Non-Disc.$0
Employees9
Clients400
DateMar 2013
Total AUM$267.5M
Discretionary$267.5M
Non-Disc.$0
Employees8
Clients500
DateMar 2012
Total AUM$234M
Discretionary$234M
Non-Disc.$0
Employees6
Clients300
DateMay 2011
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$170.2M
Discretionary$170.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees10
Clients--