The Caprock Group Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "". Views: 61 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

The Caprock Group, registered in 2002, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 28 advisors. The Caprock Group manages $3.6 billion and provides investment advisory services for 206 clients (1:8 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 10
Minimum Investment No data
Average Client Balance $17,645,085
Total AUM $3.6 billion
Advisor / Client Ratio 1:8
Headquarters Boise, ID
SEC Filings View SEC IAPD CRD #124272
State(s) Registered CA, CO, ID, UT, WA

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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.