The Caprock Group, LLC is a highly reputable regional investment advisory firm headquartered in Boise, ID, with a strong focus on providing personalized financial services to its clients. With 48 dedicated employees, 27 of whom specialize in investment advisory services, the firm possesses a robust team of experts.
Renowned for their exceptional management of client assets, The Caprock Group boasts an impressive average of approximately $3,755,080,000 in assets under management per investment advisor, significantly surpassing industry standards. Their compensation structure is diversified and includes various methods such as a pe...
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Assets Under Mgmt
$5.92B
Investment Professionals
27
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
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