THE CAPROCK GROUP, LLC

CRD 124272 · SEC 801-61642

Visit website

800 WEST MAIN STREET, SUITE 1150, BOISE, ID, 83702, United States

Phone

(208) 368-9600

Fax

(208) 368-9602

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$12.48B

Discretionary AUM

$12.24B

Team

67 total employees; 38 advisory reps; 436 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersWEALTH MANAGEMENT & CONSULTING

Client types

Type	Clients	AUM
Individuals	22	$17.4M
High net worth individuals	398	$11.28B
Charitable organizations	16	$1.18B

States served

AZ, CA, CO, ID, IL, MI, NJ, NY, SC, UT, WI, WA, TX, FL

All web addresses on file

https://x.com/TheCaprockGroup
https://caprock.com/
https://www.linkedin.com/company/caprock-alignedwealth

Official SEC filing: View on IAPD