The Caprock Group, LLC

RIASEC RegisteredEst. 2002
Total AUM
$12.5B
Discretionary
$12.2B
98% of AUM
Avg account
$28.6M
Accounts
436
Employees
67
Advisory reps
49

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

FINTRX

Overview

The Caprock Group, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2002. It functions as a capital allocator for both individual and family clients as well as institutional investors, providing financial planning and portfolio management across individual accounts, pooled vehicles and institutional mandates. The firm also performs manager selection for third-party advisers. Its fee arrangements include percentage-of-AUM billing and fixed-fee engagements. The firm does not identify as an active ESG investor. Industry recognition includes multiple Barron’s Top 100 RIA listings (2023, 2024, 2025) and a Citywire 50 Growers Across America mention in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, State & Local Bonds 23%, US Government Bonds 8%, Public Funds/Mutual Funds 6%, Investment Grade Corp Bonds 4%, Other 3%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Sovereign Bonds 1%52%
  • Exchange Traded Equities52%
  • State & Local Bonds23%
  • US Government Bonds8%
  • Public Funds/Mutual Funds6%
  • Investment Grade Corp Bonds4%

Owners & executives

3 of 7
  • Glenn Michael

    Glenn Michael

    Chief Financial OfficerCRD 7082899

  • Joseph Page

    Joseph Page

    Co-Founder & CEOCRD 2457577

  • Vivek Jindal

    Vivek Jindal

    Chief Investment OfficerCRD 6542274

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Contacts

3 of 42
  • Ashley Laney

    Ashley Laney

    AssociateCRD 7434237

  • Christy Clark

    Christy Clark

    Client AdvisorCRD 5817900

  • Monica Barrera

    Monica Barrera

    Director of Client ExperienceCRD 1662932

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 238

Active vs passive

$1.5B in ETFs

Passive

96%

$1.4B

Active

3%

$64.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$328M886,89322.45%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth