Taylor M. Fairman

EAGLE ROCK INVESTMENT COMPANY

ATLANTA, GA 30361

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CRD#: 4833167

Professional summary

Taylor Michael Fairman, who also goes by Taylor Michael Fairman Mr., is a registered financial advisor currently at EAGLE ROCK INVESTMENT COMPANY, LLC located in Atlanta, Georgia.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Taylor has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taylor Michael Fairman Mr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

On a transitional basis, Mr. Fairman will be dually-registered as an Investment Advisor Representative with Eagle Rock Investment Company, LLC and as an Investment Advisor Representative with Cornerstone Investment Partners, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Michael Fairman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 30, 2021 - Present

EAGLE ROCK INVESTMENT COMPANY, LLC

Office #1: 1201 Peachtree Street Ne Ste 200, Atlanta, GA 30361

RIA

CRD#: 313832

ATLANTA, GA

Past

August 14, 2012 - February 3, 2022

CORNERSTONE INVESTMENT PARTNERS, LLC

RIA

CRD#: 111753

ATLANTA, GA

Past

May 10, 2010 - September 4, 2012

WORTHSCAPE, LLC

RIA

CRD#: 139220

ATLANTA, GA

Past

September 12, 2008 - April 22, 2010

APOGEE WEALTH MANAGEMENT, LLC

RIA

CRD#: 139746

ATLANTA, GA

Past

August 2, 2004 - May 1, 2008

HIRTLE, CALLAGHAN & CO., LLC

RIA

CRD#: 105403

WEST CONSHOHOCKEN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EAGLE ROCK INVESTMENT COMPANY, LLC

CRD#: 313832 / SEC#: 801-121347

RIA

Registered Investment Advisory firm - (6/1/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/30/2021)

IAR

Texas
(1/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

EAGLE ROCK INVESTMENT COMPANY, LLC

CRD#: 313832 / SEC#: 801-121347

RIA

Registered Investment Advisory firm - (6/1/2021 Approved)

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Contact information

Main Address

1201 Peachtree Street Ne Ste 200, Atlanta, GA 30361

Mailing Address

Phone number

(404) 480-8578

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE ROCK DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/29/2025)

Regulatory assets under management

Total Number of Accounts	168
AUM (Assets Under Management)	$ 659,953,497

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Taylor M. Fairman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Michael Fairman's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE ROCK INVESTMENT COMPANY, LLC

CORNERSTONE INVESTMENT PARTNERS, LLC

WORTHSCAPE, LLC

APOGEE WEALTH MANAGEMENT, LLC

HIRTLE, CALLAGHAN & CO., LLC

Primary Firm SEC Registration

EAGLE ROCK INVESTMENT COMPANY, LLC

State Registrations and Notice Filings

Exams

Current Firm

EAGLE ROCK INVESTMENT COMPANY, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE ROCK INVESTMENT COMPANY, LLC

TRUST BUT VERIFY

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