The Caprock Group, Inc.

The Caprock Group, Inc. (CRD# 124272) is a financial advisory firm headquartered in Boise, ID. They manage $2,450,771,742 in 226 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,451
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $10,844,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, ID, UT, WA

Financial Advisors at The Caprock Group, Inc.
Showing 1 - 10 of 25 top financial advisors.
1
Natalie D. Holm
CRD#: 3178507
7525 Southeast 24th Street, Suite 640, Mercer Island, WA 98040
96
Wealthminder
score

Natalie Holm (CRD# 3178507) is an Investment Advisor Representative working at The Caprock Group, Inc. in Mercer Island, WA and has over 18 years of experience in the finance industry.

2
Kyle V. Mylius
CRD#: 2658148
7525 Southeast 24th Street, Suite 640, Mercer Island, WA 98040
96
Wealthminder
score

Kyle Mylius (CRD# 2658148) is an Investment Advisor Representative working at The Caprock Group, Inc. in Mercer Island, WA and has over 22 years of experience in the finance industry.

3
Daniel L. Yeung
CRD#: 5274149
Island Corporate Center, Suite 640, 7525 Southeast 24th Street, Mercer Island, WA 98040
96
Wealthminder
score

Daniel Yeung (CRD# 5274149) is an Investment Advisor Representative working at The Caprock Group, Inc. in Mercer Island, WA and has over 10 years of experience in the finance industry.

4
Gregory A. Brown
CRD#: 5276924
Island Corporate Center, Suite 640, 7525 Southeast 24th Street, Mercer Island, WA 98040
93
Wealthminder
score

Gregory Brown (CRD# 5276924) is an Investment Advisor Representative working at The Caprock Group, Inc. in Mercer Island, WA and has over 10 years of experience in the finance industry.

5
William G. Gilbert
CRD#: 2628415
805 West Idaho Street, Suite 200, Boise, ID 83702
93
Wealthminder
score

William Gilbert (CRD# 2628415) is an Investment Advisor Representative working at The Caprock Group, Inc. in Boise, ID and has over 20 years of experience in the finance industry.

6
Laura A. Greenig
CRD#: 5198525
805 West Idaho Street, Suite 200, Boise, ID 83702
93
Wealthminder
score

Laura Greenig (CRD# 5198525) is an Investment Advisor Representative working at The Caprock Group, Inc. in Boise, ID and has over 6 years of experience in the finance industry.

7
Jeffrey M. Gumeson
CRD#: 3200125
1441 West Ute Blvd, Suite 120, Park City, UT 84098
93
Wealthminder
score

Jeffrey Gumeson (CRD# 3200125) is an Investment Advisor Representative working at The Caprock Group, Inc. in Park City, UT and has over 5 years of experience in the finance industry.

8
Jessica S. Haberman
CRD#: 4552392
805 West Idaho Street, Suite 200, Boise, ID 83702
93
Wealthminder
score

Jessica Haberman (CRD# 4552392) is an Investment Advisor Representative working at The Caprock Group, Inc. in Boise, ID and has over 15 years of experience in the finance industry.

9
Gregory J. Mech
CRD#: 730559
240 Newport Center Drive, Suite 224, Newport Beach, CA 92660
93
Wealthminder
score

Gregory Mech (CRD# 730559) is an Investment Advisor Representative working at The Caprock Group, Inc. in Newport Beach, CA and has over 36 years of experience in the finance industry.

10
Dallas K. Mock
CRD#: 5008707
805 West Idaho Street, Suite 200, Boise, ID 83702
93
Wealthminder
score

Dallas Mock (CRD# 5008707) is an Investment Advisor Representative working at The Caprock Group, Inc. in Boise, ID and has over 12 years of experience in the finance industry.

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