CAPROCK CAPITAL ADVISORS INC.

Overview

Caprock Capital Advisors Inc. is a small, privately owned advisory firm that positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm provides portfolio management for individuals and small businesses and serves as a selector of other advisers, indicating they both manage bespoke portfolios and outsource niche exposure to third‑party managers. Fee arrangements include both a percentage-of-AUM component and fixed-fee engagements. Reported activity shows a clear tilt toward non-discretionary work—Caprock manages client-directed assets rather than acting as a fully discretionary manager across its book. The firm does not report active ESG investing and is not registered as a multi-state adviser, which suggests a focus on a defined client base and localized compliance footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices