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
By the Numbers
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Total Assets Under Management6,922MILLION
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Total Number of Accounts317ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, ID, IL, NJ, TX, UT, WA
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