The Caprock Group, LLC
● SEC registered since 2002CRD 124272SEC# 801-61642Boise, ID
Reg. AUM
$12.48B
Employees
67
Accounts
436
Location
Boise, ID
The Caprock Group, LLC assets under management
The Caprock Group, LLC is an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2002. It reports $12.5 billion in regulatory assets under management and employs 67 people.
The Caprock Group, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glenn Thomas Michael | Chief Financial Officer | Under 5% | 2018 |
| Gregory Aaron Brown Control | Co-President | 5-10% | 2007 |
| James Richard Rock Control | Chief Portfolio Strategist | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does The Caprock Group, LLC manage?
The Caprock Group, LLC reports $12.5 billion in regulatory assets under management on its Form ADV.
How many employees does The Caprock Group, LLC have?
The Caprock Group, LLC reports 67 employees.
Where is The Caprock Group, LLC located?
The Caprock Group, LLC is based in Boise, ID and has been SEC-registered since 2002.
Does The Caprock Group, LLC disclose fund performance?
The Caprock Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 West Main Street, Suite 1150, Boise, ID 83702 |
| Phone | (208) 368-9600 |
| Fax | (208) 368-9602 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$12.48B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$12.48Bregulatory AUM
Discretionary $12.24BNon-discretionary $237.4M