The Caprock Group

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Trust Score 99%
Trust Score  info_outline

The Caprock Group, federally registered in 2002, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 26 advisors. The Caprock Group manages $2.8 billion and provides investment advisory services for 245 clients (1:10 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Gregory James Mech
Avg Advisor Trust Score 97
Avg Advisor Years Registered 7
Minimum Investment $0
Average Client Balance $11,269,996
Total AUM $2.8 billion
Advisor / Client Ratio 1:10
Headquarters Boise, ID
SEC Filings Forms and Brochures    (CRD # 124272)
State(s) Registered CA, CO, ID, UT, WA

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