CRD: 313832
Eagle Rock Investment Company, LLC
$786.7M Total AUM
$777.5M Disc. AUM
13.5% 3Y CAGR
4 Employees
83 ADV. Clients
5 yrs Firm Age
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- Custodian
- Bofa Securities · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2021
- Office Locations
- 1
Office Locations
1201 Peachtree Street NE STE 200 Atlanta GA
About Eagle Rock Investment Company, LLC
Eagle Rock Investment Company, LLC is a Atlanta-based RIA. The firm has been operating for 5 years. Managing $786.7M in total assets under management, with 3 advisory representatives. They custody assets with Bofa Securities and Charles Schwab & Company.
Team overview
44 AVG AGE
$262.2M AVG AUM / ADVISOR
$9.5M AVG AUM / CLIENT
3.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TAYLOR MICHAEL FAIRMAN
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #4833167
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CAMERON ANDREW CLEMENT
Partner
- CRD
- #5762360
Available
Available
Available
G
GERALD P MCGILL
--
- CRD
- #2430457
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $777,460,946 | $4,600,361 |
| Non-Discretionary | $9,262,511 | $1,852,502 |
| Total | $786,723,457 | $4,521,399 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
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13F Holdings | Q2 2026
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| Available | Available | Available | Available | Available | Available |
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