Eagle Rock Investment Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$557,683,186
Clients
77
Advisors
3
of 4 employees
About
Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and 3(21) retirement plan advisory to individuals, high net worth clients, families, trusts, estates, foundations, businesses and other registered investment advisors. The firm reports $786.7 million in assets under management as of December 31, 2025 and typically requires a $1,000,000 minimum relationship size.
Eagle Rock constructs customized portfolios using individual stocks, ETFs, mutual funds, private and alternative investments and may employ options or margin where appropriate, generally following a long-term orientation while permitting shorter-term trades for rebalancing or client needs. The firm describes its use of fundamental and technical analysis, may allocate to unaffiliated independent managers, and provides periodic performance reporting and oversight to clients.
Compared with many peer team firms, Eagle Rock manages a relatively large asset base with a small advisory staff—about $786.7 million managed by three advisory professionals—placing it among the minority of firms with high AUM per advisor. The brochure also discloses that the firm (founded in 2021) is a wholly owned subsidiary of Jackson Summit Holdings and maintains institutional platform relationships with Fidelity and Schwab, along with offering performance reporting and 3(21) plan services, features that can distinguish its operating model from peers.
Client services
Expertise
Fee options
$0 - $5,000,000: 0.75% annually $5,000,000+: Negotiable
Account minimum: $1,000,000 Fee-only: Wealth management fees based on assets under management, typically 0.75% annually up to $5 million, negotiable above $5 million.
Main office
1201 Peachtree Street NE, Ste 200
Atlanta GA 30361
Advisors at this office
3
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gerald M
CFA®, Series 63, Series 65
Atlanta, GA
Eagle Rock Investment Company, LLC
Gerald Mcgill is a CFA® charterholder with 30 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2025. His prior roles include positions at Raymond James & Associates, Cornerstone Investment Partners, LLC, and Citigroup Global Markets. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, estates, foundations, businesses, and other registered investment advisors. The firm manages approximately $786.7 million in assets and constructs customized portfolios using a mix of individual stocks, ETFs, mutual funds, private and alternative investments, employing fundamental and technical analysis alongside periodic performance reporting.
Taylor F
CFA®
Atlanta, GA
Eagle Rock Investment Company, LLC
Taylor Fairman is a CFA® charterholder with 21 years of industry experience. He currently serves at Eagle Rock Investment Company, LLC, where he has worked since 2021, following prior roles at Cornerstone Investment Partners, LLC, Worthscape, LLC, Apogee Wealth Management, LLC, and Hirtle & Co., LLC. Mr. Fairman is dually registered on a transitional basis with both Eagle Rock Investment Company, LLC and Cornerstone Investment Partners, LLC. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and 3(21) retirement plan advisory to individuals, high-net-worth clients, families, trusts, estates, foundations, businesses, and other registered investment advisors. The firm manages approximately $786.7 million in assets with a small advisory team, offering customized portfolios that may include individual stocks, ETFs, mutual funds, private and alternative investments, and employs both fundamental and technical analysis.
Cameron C
CFA®
Atlanta, GA
Eagle Rock Investment Company, LLC
Cameron Clement is a CFA® charterholder with 11 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2021, and previously spent nine years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, foundations, businesses, and other registered investment advisors. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct discretionary portfolios and manages approximately $660 million in client assets.
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