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Last updated: January 16th, 2020. Data source: SEC filings.
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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||76%|
|Average Client Balance||$11,269,996|
|Total AUM||$2.8 billion|
|Advisor / Client Ratio||1:10|
|SEC Filings||Forms and Brochures (CRD # 124272)|
|State(s) Registered||CA, CO, ID, UT, WA|