Eagle Rock Investment Company, LLC

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Client assets under management

$557,683,186

Clients

82% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$7,242,639

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

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Options & derivatives strategies

Fee options

Percentage

$0 - $5,000,000: 0.75% annually $5,000,000+: Negotiable

Other

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 location

Eagle Rock Investment Company, LLC

1201 Peachtree Street Ne, Ste 200

Atlanta GA 30361, United States

Number of offices

Most active in

Georgia · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (404) 480-8578

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 an advisor at Eagle Rock Investment Company, LLC, where he has worked since 2025. Prior to that, he was with Raymond James & Associates, Inc. for eight years and Cornerstone Investment Partners, LLC for five years. 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 using a range of investment vehicles and provides ongoing oversight, policy development, and performance reporting.

Wealth management Private / alternative investments Options & derivatives strategies

Taylor F

CFA®

Atlanta, GA

Eagle Rock Investment Company, LLC

Taylor Fairman is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Eagle Rock Investment Company, LLC and maintains a dual registration with Cornerstone Investment Partners, LLC. His career includes over a decade at Cornerstone Investment Partners alongside his current role at Eagle Rock. 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 across a range of asset types, with approximately $660 million in assets under management.

Wealth management Private / alternative investments Options & derivatives strategies

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.

Wealth management Private / alternative investments Options & derivatives strategies

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