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James Thomas Merkel

ROCKBRIDGE CAPITAL, LLC·COLUMBUS, Ohio
Unclaimed Profile
4124 WORTH AVENUE, COLUMBUS, OH 43219-4026CRD# 2520680Firm CRD# 161078
01

About

James Thomas Merkel is a registered financial advisor based in COLUMBUS, Ohio, affiliated with ROCKBRIDGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROCKBRIDGE CAPITAL, LLC
ROCKBRIDGE CAPITAL, LLC
AUM
$4.3B
Regulatory assets under management
Employees
112
Total firm employees
View all advisors at ROCKBRIDGE CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2520680
Firm CRD# 161078
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Thomas Merkel offer?
James Thomas Merkel specializes in Retirement Planning. Contact their office in COLUMBUS, Ohio for a consultation.
What are James Thomas Merkel's credentials?
James Thomas Merkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Thomas Merkel located?
James Thomas Merkel is based in COLUMBUS, Ohio, working with ROCKBRIDGE CAPITAL, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does James Thomas Merkel charge for services?
James Thomas Merkel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKBRIDGE CAPITAL, LLC?
ROCKBRIDGE CAPITAL, LLC has approximately 112 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Tamre Farid Edwards
COLUMBUS, OH
Brett Mcfadden Alexander
COLUMBUS, OH

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