Dennis Kelly is a control person of Rockbridge Asset Management and directly owns under 5% of it. Dennis Kelly holds an MA from Catholic University and a BA from Virginia Tech.
Rockbridge Asset Management is an investment adviser based in Alexandria, VA, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $218 million, as filed on 16 July 2026. Its fees, ownership and offices are on the firm’s profile.
Dennis Kelly is Chief Financial Officer and Chief Operating Officer of Rockbridge Asset Management, LLC. He has served as Executive Vice President of a transactions company overseeing commercial office and hospitality assets, and as General Manager of a division of a nationwide financial services firm. In government service, he directed Army Information Technology acquisition projects.
Professional designations
Listed by Rockbridge Asset Management
- Certified management consultant emeritus
- CRD
- 8219198
- Firm
- Rockbridge Asset Management · CRD 329880
- Role
- Chief Financial Officer, Chief Operating Officer
- In role since
- June 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Alexandria, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rockbridgeasset.com
Where does Dennis Kelly work?
Dennis Kelly has been Chief Financial Officer, Chief Operating Officer of Rockbridge Asset Management, LLC since June 2024, and is a control person of the firm.
How can I verify Dennis Kelly’s record?
Dennis Kelly’s role is listed on Rockbridge Asset Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 329880.