# ROCKBRIDGE ASSET MANAGEMENT, LLC

ROCKBRIDGE ASSET MANAGEMENT, LLC of DAPHNE, AL is an SEC-registered investment adviser.

## Registration

- CRD: 134810
- Type: SEC-registered investment adviser
- SEC file number: 801-68736
- Location: 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527
- Phone: 251-990-3456
- Latest filing: 2009-09-22
- Regulatory AUM: $18.0M
- Discretionary AUM: $14.3M
- Non-discretionary AUM: $3.7M
- Clients: 1
- Accounts: 131

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BAGGERLY MARK LEE | MEMBER/FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER; OWNER/FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER | — |
| BELL DAMIAN MARLON | MEMBER/FINANCIAL ADVISOR; OWNER/FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134810/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134810/similar
- Related entities: https://search.stillhousedata.com/firm/134810/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134810

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.