Craig Buckhout and Bob Ryan left corporate America to start an independent investment advisory firm. The original firm, Disciplined Capital Management, was launched in Craig’s garage with one client. Their focus was on advising large corporate and institutional clients on an evidence-based investing approach to portfolio management.
With the success of the evidence-based investing approach to portfolio construction, the firm added investment management for individual and families.
Recognizing that Institutions and families have very different investing needs, Rockbridge Investment Management was created to solely focus on individuals, families and small business retirement plans. Patrick Rohe joined the firm and eventually becomes Rockbridge’s 3rd partner. We end the year managing $196MM for 389 client families.
Rockbridge and Disciplined Capital Management merge their respective family wealth management businesses, retaining the Rockbridge name. Managed assets more than doubles to $423MM and we pass 450 clients. The firm grows to 11 employees and we make a move to the historic Merchants Commons building in downtown Syracuse with amazing views from the 9th floor rooftop patio. Rockbridge is also named a top 100 wealth management firm by CNBC.
David Carroll joins the firm and after 2 years becomes Rockbridge’s youngest partner. The firm continues to focus on investment management and comprehensive financial planning becomes a core offering to existing and prospective clients.
Managed assets grows to $708MM and the number of families that we serve surpasses 750. Number of employees increases to 16, all based in Central NY. Rockbridge is the largest Syracuse based independent fee-only investment advisory firm. The firm has 6 partners and a well thought out succession plan to be sure the firm endures beyond its founding members.
Rockbridge names partner, Patrick Rohe, as the firm’s CEO and adds our Chief Operating Officer, Nick Stancato, as the firm’s fifth partner. Managed assets now exceed $1 Billion for 900+ clients. The firm continues to strive for growth while continuing to focus on and improve the client experience.
Disciplined Capital Management has merged with Rockbridge Investment Management, combining their shared heritage & investment philosophy dating back to the advisory firm founded by Bob Ryan and Craig Buckhout. The merger adds an institutional advisory arm, now called Rockbridge Institutional, led by Adam Gagas. Rockbridge Institutional serves institutions, endowments, and non-profits in Central New York and beyond.
No gimmicks, just clear and honest financial advice you can trust. We’re fee-only advisors—no hidden agendas or conflicts of interest. At Rockbridge, clarity comes first, so you’re always confident in your financial decisions.
