Firm
Eagle Rock Investment Company
Atlanta, Georgia
Fee-only
Eagle Rock Investment Company at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 3 advisors are listed here; all hold the CFA.
- Its Form ADV reports 4 employees and 77 individual clients, 63 of them high net worth.
- Its average account is about $4.5 million (assets it manages divided by its 174 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | eaglerockinvest.com |
| Phone | (404) 480-8578 |
Eagle Rock Investment Company fees
Eagle Rock Investment Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $787 million |
| Individual clients | 14 |
| High-net-worth clients | 63 |
| Accounts managed | 174 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121347) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 313832 |