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James Thomas Merkel

Chief Executive OfficerRockbridge Capital, LLCCRD 2520680

About James Thomas Merkel

James Thomas Merkel is listed as Chief Executive Officer at Rockbridge Capital, LLC in Columbus, OH. Form ADV reports a beneficial ownership band of Under 5%. James Thomas Merkel is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Rockbridge Capital, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Thomas Merkel work?

James Thomas Merkel is listed as Chief Executive Officer at Rockbridge Capital, LLC on SEC Form ADV.

How much of Rockbridge Capital, LLC does James Thomas Merkel own?

Form ADV reports a beneficial ownership band of Under 5%.

Rockbridge Capital, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2008

Rockbridge Capital, LLC

TitleCeo & President
OwnershipOver 75%
Control personYes
Since2017