The Caprock Group, LLC
Unit HolderVenturi Wealth Management, LLCCRD 124272
About The Caprock Group, LLC
The Caprock Group, LLC is listed as Unit Holder at Venturi Wealth Management, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Venturi Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Caprock Group, LLC work?
The Caprock Group, LLC is listed as Unit Holder at Venturi Wealth Management, LLC on SEC Form ADV.
How much of Venturi Wealth Management, LLC does The Caprock Group, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Venturi Wealth Management, LLC
| Title | Unit Holder |
| Ownership | Over 75% |
| Control person | No |
| Since | 2026 |