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Our Team - Caprock Caprock’s team is strategically positioned throughout the United States to offer personalized strategic advice to our clients, no matter their location As a Caprock client, you’ll benefit from our team’s unique experience and exceptional guidance
About - Caprock Established in 2005, Caprock is a multi-family office focused on the unique needs of the clients and families we serve with wealth management aligned to your goals
Locations - Caprock Caprock’s team is strategically positioned throughout the United States to offer personalized strategic advice to our clients, no matter their location
The Caprock Difference Caprock is independent, as opposed to other firms that are constrained by corporate sales needs and conflicts of interest Established in 2005, Caprock transcends the execution of investments and manages your entire balance sheet That is different—and it’s better
The Experience - Caprock Discover the Caprock experience through our client-centric approach, unrivaled expertise, and true fiduciary dedication We empower individuals and families by aligning with their values
Overview - Caprock The Caprock Group, LLC (“Caprock”) is an SEC Registered Investment Advisor This website is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists
Caprock Announces Acquisition of Grey Street Capital The deal marks Caprock’s first acquisition, reflecting the firm’s desire to drive strategic growth and enhance the bespoke services it provides to clients The combination brings Caprock’s assets under advisement to more than $11 billion
Caprock Rises in Barrons Top 100 RIAs Ranking - Caprock Boise, ID September 18, 2024 – Caprock, a leading multi-family office Registered Investment Advisory (RIA) firm, has been named to Barron’s Top 100 RIA Firms list for the third consecutive year The firm ranked No 63 on the 2024 list, moving up from No 78 the previous year
Wealth Management Boise | Caprock Caprock is a Boise-based wealth management firm Our Boise Wealth Advisors create a custom financial plan and investment strategy aligned with your goals