THE CAPROCK GROUP, LLC
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 124272
- Registered since
- December 17, 2002
- Website
- www.caprock.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.38%
- Charitable Organizations9.48%
- Individuals0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
The Caprock Group, LLC is an independent registered investment adviser that began operating in 2002. It serves wealthy individuals, families and institutional clients across both separately managed accounts and pooled vehicles, offering financial planning and portfolio management as well as selection of other advisers. The firm functions as a capital allocator — it builds portfolios that include internally managed positions and allocations to external managers. Fee arrangements include both a percentage-of-AUM component and fixed fees. The firm does not list ESG investing as an active focus. Recent industry recognitions include placement on Barron’s Top 100 RIA Firms (2023, 2024, 2025) and inclusion in Citywire’s 50 Growers Across America (2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- State & Local Bonds23%
- US Government Bonds8%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds4%
Owners & executives
3 of 7Glenn Michael
Chief Financial OfficerCRD 7082899
JOSEPH PAGE
Co-Founder & CEOCRD 2457577
VIVEK JINDAL
Chief Investment OfficerCRD 6542274
Contacts
3 of 41CHRISTY CLARK
Client AdvisorCRD 5817900
MONICA BARRERA
Director of Client ExperienceCRD 1662932
Ryan Smith
Director, Public MarketsCRD 8192638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 216Active vs passive
$1.2B in ETFs
95%
$1.1B
3%
$59.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $286M | 891,081 | 24.84% |
Location
BOISE, ID
ADA
Location
BOISE, ID
Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 800 W Main St
- Time zone
- MT (UTC-7)
- Office locations
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