A complete list of active advisors currently associated with Eagle Rock Investment Company, LLC

Warmer can help you find a great advisor at Eagle Rock Investment Company, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Eagle Rock Investment Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.