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 31 - 35 of 35 top financial advisors.
31
John Nordstrom, financial advisor Boise ID
John A. Nordstrom
CRD#: 7179756
800 West Main Street, Suite 1150, Boise, ID 83702

John Nordstrom (CRD# 7179756) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 4 years of experience in the finance industry.

32
Julia Northcott, financial advisor Boise ID
Julia N. Northcott
CRD#: 7516980
800 West Main Street, Suite 1150, Boise, ID 83702

Julia Northcott (CRD# 7516980) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 2 years of experience in the finance industry.

33
John Sheffield, financial advisor Boise ID
John M. Sheffield
CRD#: 6653185
800 West Main Street, Suite 1150, Boise, ID 83702

John Sheffield (CRD# 6653185) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has 1 year of experience in the finance industry.

34
Timothy Simon, financial advisor Boise ID
Timothy C. Simon
CRD#: 5937967
800 West Main Street, Suite 1150, Boise, ID 83702

Timothy Simon (CRD# 5937967) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 9 years of experience in the finance industry.

35
Anna Whelchel, financial advisor Boise ID
Anna S. Whelchel
CRD#: 7722082
800 West Main Street, Suite 1150, Boise, ID 83702

Anna Whelchel (CRD# 7722082) 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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