Eagle Rock Investment Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 25, 2026, reports $787M in regulatory assets under management, 4 employees, and 174 accounts.
Assets Under Management
$787M
Employees
4
Offices
--
Total Clients
83
Primary office
ATLANTA, GA
1201 PEACHTREE STREET NE, STE 200, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.9% of total clients.
Top client categories% of clientsClients
1
HNWI
75.9%
63
2
Individuals
16.9%
14
3
Charitable
7.2%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$787Mas of February 25, 2026
Discretionary98.8%
$777M
99% of total RAUM98.8%
Non-discretionary1.2%
$9M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$787M
Total Accounts174
10Y AUM Change+$787M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee21:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.