Peter Keefe has been Managing Member of Rockbridge Asset Management since December 2023, is a control person of the firm and directly owns 75% or more of it. Peter Keefe studied at Washington & Lee University.
Rockbridge Asset Management, LLC is an Alexandria, VA firm with $218M under management, 58 clients and 2 advisers in one office, as of its July 2026 filing.
Peter C. Keefe is Managing Member and Portfolio Manager of Rockbridge Asset Management, LLC. Before Rockbridge, he worked with Johnston, Lemon & Company, a New York Stock Exchange member firm, where he served in several capacities, lastly as Director of Research. He joined Avenir Corporation in 1991 and most recently served as its Executive Chairman until forming Rockbridge Asset Management in 2024.
Peter Keefe’s longest registration was 18 years at Avenir Corporation (2005–2024). Before joining Rockbridge Asset Management in 2024, Peter Keefe was registered through Avenir Corporation.
- – present · 1 yearAlexandria, VA · Adviser representative · Firm CRD 329880
- Avenir Corporation– · 18 yearsAlexandria, VA · Adviser representative · Firm CRD 110545
Professional designations
Listed by Rockbridge Asset Management
- CFA Charterholder
Investment adviser representative registrations
Peter Keefe is registered as an investment adviser representative in 2 states. The first approvals date from December 2024; the most recent is Texas, in February 2026.
- TexasSince 20 February 2026
- VirginiaSince 6 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 1992 |
| Series 16 | NYSE Supervisory Analyst Examination | 18 March 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 January 1981 |
| Series 7 | General Securities Representative Examination | 20 December 1980 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- NYSE Supervisory Analyst Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter Creighton Keefe
- CRD
- 720981
- Firm
- Rockbridge Asset Management · CRD 329880
- Role
- Managing Member
- Office
- 225 REINEKERS LANE, SUITE 625, Alexandria, VA 22314
- Registration
- Investment adviser registration
- In the industry since
- December 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rockbridgeasset.com
Where does Peter Keefe work?
Peter Keefe has been Managing Member of Rockbridge Asset Management, LLC since December 2023, and is a control person of the firm.
Is Peter Keefe a financial advisor?
Yes. Peter Keefe has a current investment-adviser registration in Texas and Virginia, through Rockbridge Asset Management since December 2024.
How many years of experience does Peter Keefe have?
Peter Keefe has 20 years in the financial industry, since December 2005, across 2 adviser firms.
What exams has Peter Keefe passed?
Peter Keefe has passed 4 licensing exams: the Series 7, Series 63, Series 16 and Series 65. The earliest, the Series 7, was passed in December 1980.
Where did Peter Keefe work before Rockbridge Asset Management?
Before Rockbridge Asset Management, Peter Keefe was registered through Avenir Corporation, June 2005 to May 2024.
Where is Peter Keefe based?
Peter Keefe’s registered office is in Alexandria, VA.
Is Peter Keefe registered with FINRA?
No. Peter Keefe has no current broker registration.
Is Peter Keefe a CFA charterholder?
Rockbridge Asset Management lists Peter Keefe with the CFA credential (“CFA Charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Peter Keefe’s record?
Search CRD 720981 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Keefe’s full registration record.