Eagle Rock Investment Company, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 313832
- Registered since
- June 1, 2021
- Website
- eaglerockinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, BOFA SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.86%
- Charitable Organizations28.12%
- Individuals1.02%
- Corporations / Businesses0.99%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Eagle Rock Investment Company, LLC is an independent registered investment adviser that began SEC registration in 2021. It operates as a limited liability company and identifies as a capital allocator, serving individuals, families and institutional clients on a fee basis (percentage of AUM). The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Eagle Rock does not market itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Cameron Clement
Chief Compliance OfficerCRD 5762360
Contacts
2 of 2
Gerald Mcgill
Portfolio ManagerCRD 2430457
Taylor Fairman
Founder and Managing PartnerCRD 4833167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$153M in ETFs
94%
$145M
5%
$8.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $57.8M | 787,691 | 37.69% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1201 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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