The Caprock Group, LLC

Overview

The Caprock Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2002. It serves individual and family clients as well as institutional investors, acting both as a discretionary portfolio manager and a capital allocator that sources third-party managers. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Core advisory services listed on its regulatory filings include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and the selection of other advisers. The firm is not positioned as an ESG-focused investor according to its disclosures. The firm has received repeated industry recognition, including placement on Barron’s Top 100 RIA list (2023, 2024, 2025) and appearances on Citywire’s 50 Growers Across America list (2025, 2026).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices