Eagle Rock Investment Company, LLC

Eagle Rock Investment Company, LLC is a registered investment advisor based in Atlanta, GA, founded in June 2021. The firm specializes in providing wealth management services, including investment management and financial planning, to individuals, high net worth individuals, families, trusts, estates, foundations, businesses, and other registered investment advisors. Eagle Rock acts as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm offers customized wealth management solutions through continuous personal client contact, discretionary investment management, and related advisory services. Investment strategies employed by Eagle Rock include fundamental and technical analysis, utilizing individual stocks, ETFs, mutual funds, and private/alternative investments. The firm focuses on long-term investment strategies but may make short-term adjustments based on client objectives or market conditions. Clients have the opportunity to place reasonable restrictions on their portfolios, subject to acceptance by the advisor. Eagle Rock requires a minimum relationship size of $1,000,000 and manages approximately $659,953,497 in client assets as of December 31, 2024. The firm charges wealth management fees based on a tiered schedule, with a minimum relationship size of $1,000,000 and an annual rate of 0.75% for assets up to $5,000,000. The firm does not engage in performance-based fees, and clients have investment discretion over their accounts. Eagle Rock does not compensate individuals for client referrals and does not accept or maintain custody of client assets. The firm's principals, Taylor M. Fairman, CFA®, CPA®, and Cameron A. Clement, CFA®, have clean disciplinary records and are committed to safeguarding client information through strict privacy policies and security measures. Clients have the right to limit the sharing of their personal information and can request a copy of the firm's Privacy Policy annually.