The Caprock Group, LLC

Registered investment advisor · Boise, Idaho · CRD #124272

Assets Under Management

$12.5B

Client Accounts

436

Employees

CRD Number

124272

Registration

SEC Registered

Custodian

National Financial Services Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About The Caprock Group, LLC

Caprock is a multi-family office based in Boise, Idaho, specializing in customized wealth management and investment services for ultra-high-net-worth individuals, families, and select foundations. The firm focuses on comprehensive financial planning that aligns with clients' goals, managing entire balance sheets through a holistic approach. Caprock's team consists of experts with extensive knowledge in both public and private asset classes, having successfully deployed over $4.6 billion across 4

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for The Caprock Group, LLC

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Frequently Asked Questions

What is The Caprock Group, LLC's AUM?

The Caprock Group, LLC reports approximately $12.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is The Caprock Group, LLC headquartered?

The Caprock Group, LLC is headquartered in Boise, Idaho.

What is The Caprock Group, LLC's CRD number?

The Caprock Group, LLC's CRD number is 124272. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.