← Back to searchVisit website
EAGLE ROCK INVESTMENT COMPANY, LLC
CRD 313832 · SEC 801-121347
1201 PEACHTREE STREET NE, STE 200, ATLANTA, GA, 30361, United States
Phone
(404) 480-8578
Fax
(404) 445-4452
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$786.7M
Discretionary AUM
$777.5M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $8.1M |
| High net worth individuals | 63 | $549.6M |
| Charitable organizations | 6 | $221.3M |
States served
GA, TX
All web addresses on file
Official SEC filing: View on IAPD