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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EAGLE ROCK INVESTMENT COMPANY, LLC

CRD 313832

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cec21f89-9a6b-460f-53b4-cd8882dc4535

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Apr 30, 2021 to Feb 25, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.71 fund_share=0.0 institutional_share=0.28 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $787MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $777M
Private client RAUM: $558MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $262Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 174
Individual clients: 14
High net worth clients: 63
Custody, client assets: $34.8M
SEC number: 801-121347
CIK: 1911407
CRD: 313832
Filings on the tape: 18
First filed: Apr 30, 2021
Latest filed: Feb 25, 2026
Organised: Limited Liability Company, GA
Website: eaglerockinvest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TAYLOR MICHAEL FAIRMAN	Chartered Financial Analyst	ATLANTA, GA	5	22	4	no
CAMERON ANDREW CLEMENT	Chartered Financial Analyst	ATLANTA, GA	4	18	1	no
GERALD P MCGILL	Chartered Financial Analyst	ATLANTA, GA	1	30	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAMPBELL, JOHN, 'NMI'	Partner	C	yes	09/2011	Aug 31, 2021	Jan 25, 2024
CIM HOLDINGS, LLC	HOLDING COMPANY / SOLE MEMBER	E	yes	09/2011	Aug 31, 2021	Jan 25, 2024
CLEMENT, CAMERON, ANDREW	PARTNER AND CHIEF COMPLIANCE OFFICER	Na	yes	06/2022	Jul 18, 2022	Jan 25, 2024
FAIRMAN, TAYLOR, MICHAEL	MANAGING MEMBER	E	yes	04/2021	Apr 30, 2021	Jan 25, 2024
FAIRMAN, TAYLOR, MICHAEL	Principal	Na	yes	04/2021	Apr 30, 2021	Jan 25, 2024
JACKSON SUMMIT HOLDINGS, LLC	MANAGING MEMBER	D	yes	04/2021	Aug 31, 2021	Jan 25, 2024
BLUE OCEAN BUSINESS VENTURES, INC.	Member	B	no	08/2021	Aug 31, 2021	Jan 25, 2024
CORNERSTONE INVESTMENT PARTNERS, LLC	Member	B	no	08/2021	Aug 31, 2021	Jan 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 25, 2026	$787M	$777M	4	3	n/a	n/a
2024	Feb 7, 2025	$660M	$650M	3	2	n/a	n/a
2023	Jan 25, 2024	$528M	$517M	3	2	n/a	n/a
2022	Feb 10, 2023	$468M	$460M	3	2	n/a	n/a
2021	Mar 14, 2022	$516M	$516M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$787M	$660M	19.2%	$468M	18.9%	4	3	0	0

Relationships

Affiliated with (1)

← CORNERSTONE INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, control
factForm ADV

Registered with (3)

← GERALD P MCGILLAdvisorregistration: current employment
Aug 15, 2025 to presentfactForm ADV
← CAMERON ANDREW CLEMENTAdvisorregistration: current employment
Oct 5, 2021 to presentfactForm ADV
← TAYLOR MICHAEL FAIRMANAdvisorregistration: current employment
Aug 30, 2021 to presentfactForm ADV

Controls (5)

← CAMPBELL, JOHN, 'NMI'OwnerPARTNER, ownership code C, individual
Aug 31, 2021 to Jan 25, 2024factForm ADV
← FAIRMAN, TAYLOR, MICHAELOwnerMANAGING MEMBER, ownership code E, individual
Apr 30, 2021 to Jan 25, 2024factForm ADV
← CLEMENT, CAMERON, ANDREWOwnerPARTNER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 18, 2022 to Jan 25, 2024factForm ADV
← CIM HOLDINGS, LLCOwnerHOLDING COMPANY / SOLE MEMBER, ownership code E, domestic entity
Aug 31, 2021 to Jan 25, 2024factForm ADV
← JACKSON SUMMIT HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Aug 31, 2021 to Jan 25, 2024factForm ADV

Owns (2)

← BLUE OCEAN BUSINESS VENTURES, INC.OwnerMEMBER, ownership code B, domestic entity
Aug 31, 2021 to Jan 25, 2024factForm ADV
← CORNERSTONE INVESTMENT PARTNERS, LLCOwnerMEMBER, ownership code B, domestic entity
Aug 31, 2021 to Jan 25, 2024factForm ADV

Dated events

Occurred
Feb 7, 2025
Regulatory AUM changed
Eagle Rock Investment Company, Llc reported RAUM $660.0M, up 25% from $527.8M (2024-01-25 to 2025-02-07)
Form ADVobserved 4 days ago
$132M
Occurred
Jul 18, 2022
Control person joined
Andrew Cameron Clement (Partner And Chief Compliance Officer) appeared on Schedule A of Eagle Rock Investment Company, Llc
Form ADVobserved 4 days ago
Occurred
Mar 14, 2022
Regulatory AUM changed
Eagle Rock Investment Company, Llc reported RAUM $515.9M, up 176% from $187.0M (2022-01-10 to 2022-03-14)
Form ADVobserved 4 days ago
$329M
Occurred
Aug 31, 2021
Control person joined
'Nmi' John Campbell (Partner) appeared on Schedule A of Eagle Rock Investment Company, Llc
Form ADVobserved 4 days ago
Occurred
Apr 30, 2021
First Form ADV filing
Eagle Rock Investment Company, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cec21f89-9a6b-460f-53b4-cd8882dc4535
First observed: Apr 30, 2021
Last observed: Feb 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EAGLE ROCK INVESTMENT COMPANY, LLC

CRD 313832

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cec21f89-9a6b-460f-53b4-cd8882dc4535

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TAYLOR MICHAEL FAIRMAN

Chartered Financial Analyst

ATLANTA, GA

CAMERON ANDREW CLEMENT

Chartered Financial Analyst

ATLANTA, GA

GERALD P MCGILL

Chartered Financial Analyst

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMPBELL, JOHN, 'NMI'

Partner

yes

09/2011

Aug 31, 2021

Jan 25, 2024

CIM HOLDINGS, LLC

HOLDING COMPANY / SOLE MEMBER

yes

09/2011

Aug 31, 2021

Jan 25, 2024

CLEMENT, CAMERON, ANDREW

PARTNER AND CHIEF COMPLIANCE OFFICER

yes

06/2022

Jul 18, 2022

Jan 25, 2024

FAIRMAN, TAYLOR, MICHAEL

MANAGING MEMBER

yes

04/2021

Apr 30, 2021

Jan 25, 2024

FAIRMAN, TAYLOR, MICHAEL

Principal

yes

04/2021

Apr 30, 2021

Jan 25, 2024

JACKSON SUMMIT HOLDINGS, LLC

MANAGING MEMBER

yes

04/2021

Aug 31, 2021

Jan 25, 2024

BLUE OCEAN BUSINESS VENTURES, INC.

Member

08/2021

Aug 31, 2021

Jan 25, 2024

CORNERSTONE INVESTMENT PARTNERS, LLC

Member

08/2021

Aug 31, 2021

Jan 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$787M

$777M

n/a

2024

Feb 7, 2025

$660M

$650M

n/a

2023

Jan 25, 2024

$528M

$517M

n/a

2022

Feb 10, 2023

$468M

$460M

n/a

2021

Mar 14, 2022

$516M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$787M

$660M

19.2%

$468M

18.9%