Eagle Rock Investment Company, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 313832
- Registered since
- June 1, 2021
- Website
- eaglerockinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, BOFA SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.86%
- Charitable Organizations28.12%
- Individuals1.02%
- Corporations / Businesses0.99%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Eagle Rock Investment Company, LLC is an independent, fee-based registered investment adviser that began SEC registration in 2021. Organized as an LLC, the firm acts as a capital allocator and serves both individual and family clients as well as institutional accounts. Its client-facing services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$155M in ETFs
94%
$145M
5%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $55.4M | 789,710 | 35.68% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1201 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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