The Caprock Group, LLC

The Caprock Group, LLC (CRD# 124272) is a financial advisory firm headquartered in Boise, ID. They manage $6,921,595,153 in 317 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
800 West Main Street, Suite 1150, Boise, ID 83702
https://www.linkedin.com/company/caprock-alignedwealth
By the Numbers
  • Total Assets Under Management
    6,922
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $21,834,685
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, NJ, TX, UT, WA

Financial Advisors at The Caprock Group, LLC
Showing 1 - 10 of 32 top financial advisors.
1
Kiersten Adling, financial advisor Park City UT
Kiersten J. Adling
CRD#: 6291844
1441 W. Ute Blvd, Suite 120, Park City, UT 84098

Kiersten Adling (CRD# 6291844) is an Investment Advisor Representative working at The Caprock Group, LLC in Park City, UT and has over 10 years of experience in the finance industry.

2
Mark Berryman, financial advisor San Jose CA
Mark P. Berryman
CRD#: 6024986
1100 Lincoln Ave, Suite 353, San Jose, CA 95125

Mark Berryman (CRD# 6024986) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 6 years of experience in the finance industry.

3
Gregory Brown, financial advisor Mercer Island WA
Gregory A. Brown
CRD#: 5276924
Island Corporate Center, Suite 640, 7525 Southeast 24th Street, Mercer Island, WA 98040

Gregory Brown (CRD# 5276924) is an Investment Advisor Representative working at The Caprock Group, LLC in Mercer Island, WA and has over 17 years of experience in the finance industry.

4
Samuel Crume, financial advisor Boise ID
Samuel F. Crume
CRD#: 6390192
800 West Main Street, Suite 1150, Boise, ID 83702

Samuel Crume (CRD# 6390192) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 6 years of experience in the finance industry.

5
Nicolas Flores, financial advisor Boise ID
Nicolas M. Flores
CRD#: 6109784
800 West Main Street, Suite 1150, Boise, ID 83702

Nicolas Flores (CRD# 6109784) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 10 years of experience in the finance industry.

6
Jeffrey Friedstein, financial advisor Boise ID
Jeffrey S. Friedstein
CRD#: 2476721
800 West Main Street, Suite 1150, Boise, ID 83702

Jeffrey Friedstein (CRD# 2476721) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 29 years of experience in the finance industry.

7
William Gilbert, financial advisor Boise ID
William G. Gilbert
CRD#: 2628415
800 West Main Street, Suite 1150, Boise, ID 83702

William Gilbert (CRD# 2628415) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 26 years of experience in the finance industry.

8
Laura Greenig, financial advisor Boise ID
Laura A. Greenig
CRD#: 5198525
800 West Main Street, Suite 1150, Boise, ID 83702

Laura Greenig (CRD# 5198525) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 13 years of experience in the finance industry.

9
Jeffrey Gumeson, financial advisor Park City UT
Jeffrey M. Gumeson
CRD#: 3200125
1441 West Ute Blvd, Suite 120, Park City, UT 84098

Jeffrey Gumeson (CRD# 3200125) is an Investment Advisor Representative working at The Caprock Group, LLC in Park City, UT and has over 11 years of experience in the finance industry.

10
Mark Gustafson, financial advisor Boise ID
Mark K. Gustafson
CRD#: 4784112
800 West Main Street, Suite 1150, Boise, ID 83702

Mark Gustafson (CRD# 4784112) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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