CAPROCK WEALTH MANAGEMENT

Overview

Caprock Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises individuals and families and provides a mix of planning and discretionary portfolio management across retail and small-business clients, with the capability to work with business or institutional accounts and to select third‑party advisers. Its pricing includes a percentage‑of‑AUM fee schedule plus hourly and fixed-fee arrangements, allowing flexibility for financial planning engagements and one‑off consulting work. Investment activity centers on managed discretionary portfolios and pooled public funds. The firm identifies itself as a capital allocator, which shows up in its use of external managers for specialized exposures—most notably real estate allocations handled through third‑party managers. Caprock does not position itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices