# Eagle Rock Financial Advisers

Eagle Rock Financial Advisers is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 125749
- **SEC file number:** 801-66739
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125749

## About

EAGLE ROCK FINANCIAL ADVISERS, LTD. is an SEC-registered investment adviser in LANCASTER, PA. The firm manages approximately $49 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### How does the firm source its direct investment opportunities?

With no public-facing presence and no known membership in peer-investor networks, the firm's deal-sourcing is almost certainly reliant on the principals' proprietary relationships, private banker referrals, and direct outreach to company founders and asset owners. This relationship-driven origination approach is a common feature of low-profile family offices that compete on discretion and speed rather than brand recognition.

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Last updated: 2026-07-06T01:24:15.680Z

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