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CFP
EH
CFP

Eric Hermanson

Rockefeller Capital Management
20 Years of Experience
Atlanta, GA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Hermanson is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 20 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6,490 clients with $37B in assets under management.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
347 advisors
Number of Clients
6,490 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$36.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary by strategy, mandate size, and asset class. Equity strategies typically range from 0.50% to 1.5% annually, and fixed income strategies typically range from 0.10% to 0.75% annually. Private equity strategies charge up to 2.0% of committed capital plus carried interest. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Denied
Criminal
July 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric is a sole proprietor/partner in Hermanson Family Limited Partnership, holding stocks and bonds, and spends minimal time on it. He also volunteers as an Upper Lake Representative for Three Lakes Corp, LLC HOA, dedicating minimal time after business hours. Eric is also a licensed insurance agent with RCM Insurance Svces LLC.

Employment History
Current Registrations
Rockefeller Capital Management
November 2025 - Present · 11 mos
Rockefeller Capital Management
May 2020 - Present · 6 yrs 5 mos
Rockefeller Financial LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - February 2020 · 10 yrs 8 mos
Morgan Stanley
June 2009 - February 2020 · 10 yrs 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
February 2006 - April 2007 · 1 yr 2 mos
State Registrations31 states
AKALAZCACOCTDEFLGAHILAMDMNMONCNJNVNYOHOKPAPRSCSDTNTXUTVAVTWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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