Taylor Fairman
Eagle Rock Investment Company · Atlanta, Georgia
Taylor Fairman 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, TX · CRD 4833167 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.eaglerockinvest.com |
| Profile |
How Taylor'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 Taylor
Is Taylor Fairman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor 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 Taylor charge for financial advice?
Taylor's firm, Eagle Rock Investment Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Taylor Fairman based?
Taylor Fairman is based in Atlanta, Georgia.
What credentials does Taylor Fairman hold?
Taylor Fairman holds the CFA credential.
Is Taylor Fairman registered with the SEC?
Yes. Taylor Fairman is registered as an investment adviser representative in GA and TX (CRD 4833167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Taylor Fairman?
Through Taylor'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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