Gerald McGill
Eagle Rock Investment Company · Atlanta, Georgia
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.
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Facts
| Firm | Eagle Rock Investment Company |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $786.7M across 174 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 2430457 |
| Exams passed | Series 63 (2017) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.eaglerockinvest.com |
How Gerald's firm compares
- Eagle Rock Investment Company's average account is about $4.5 million, from its Form ADV (assets managed divided by 174 accounts).
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Questions about Gerald
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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