# Gerald McGill

> Gerald McGill is a fee-only financial advisor at Eagle Rock Investment Company in Atlanta, Georgia, who holds the CFA credential. Eagle Rock Investment Company reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/gerald-mcgill/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Eagle Rock Investment Company
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $786.7M across 174 accounts
- **Credentials:** CFA
- **CRD:** 2430457 (https://adviserinfo.sec.gov/individual/summary/2430457)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (2017), Series 65 (1996)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.eaglerockinvest.com

## Frequently asked questions

### Is Gerald McGill a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Eagle Rock Investment Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gerald charge for financial advice?

Gerald's firm, Eagle Rock Investment Company, reports charging a percentage of assets on its SEC Form ADV.

### Where is Gerald McGill based?

Gerald McGill is based in Atlanta, Georgia.

### What credentials does Gerald McGill hold?

Gerald McGill holds the CFA credential.

### Is Gerald McGill registered with the SEC?

Yes. Gerald McGill is registered as an investment adviser representative in GA (CRD 2430457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Eagle Rock Investment Company manage?

Eagle Rock Investment Company reports $786.7M across 174 accounts in assets under management.

### How do I contact Gerald McGill?

Through Gerald's website, www.eaglerockinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2430457): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.