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EAGLE ROCK INVESTMENT COMPANY, LLC
CRD 313832File 801-121347
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$786.7M
Above cohort median (national)
Discretionary AUM
$777.5M
Non-discretionary $9.3M
Clients
83
174 accounts
Employees
4
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 1, 2021
- Principal office
- 1201 PEACHTREE STREET NE, STE 200, ATLANTA, GA, 30361
- Phone
- (404) 480-8578
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $786.7M
- Discretionary AUM
- $777.5M
- Non-discretionary AUM
- $9.3M
- Discretionary accounts
- 169
- Non-discretionary accounts
- 5
- Total accounts
- 174
- AUM per client
- $9.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.8M |
| Charitable organizations | 6 | $221.3M |
| High net worth individuals | 63 | $549.6M |
| Individuals (other than high net worth individuals) | 14 | $8.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.