Caprock is a privately owned, multi-family office providing ultra-high-net-worth clients financial planning & investing services fully aligned with their vision.

2024年3月19日 · The deal marks Caprock’s first acquisition, reflecting the firm’s desire to drive strategic growth and enhance the bespoke services it provides to clients. The combination brings Caprock’s assets under advisement to more than $11 billion.

Caprock’s team is strategically positioned throughout the United States to offer personalized strategic advice to our clients, no matter their location. As a Caprock client, you’ll benefit from our team’s unique experience and exceptional guidance.

Boise, ID September 18, 2024 – Caprock, a leading multi-family office Registered Investment Advisory (RIA) firm, has been named to Barron’s Top 100 RIA Firms list for the third consecutive year. The firm ranked No. 63 on the 2024 list, moving up from No. 78 the previous year.

Established in 2005, Caprock is a multi-family office focused on the unique needs of the clients and families we serve with wealth management aligned to your goals.

2024年10月10日 · Caprock’s network of experienced advisors, backed by a seasoned investment team and dedicated support staff, provides comprehensive wealth and investment management tailored to each family’s needs.

The Caprock Group, LLC (“Caprock”) is an SEC Registered Investment Advisor. This website is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists.

Caprock has a unique, purposeful approach that will help your wealth grow, create an impact, and leave a legacy. It’s based on our unwavering commitment to designing portfolios that generate measurable impact aligned with your investment objectives and your unique mission and values.

At Caprock, we provide comprehensive solutions to managing complex wealth. Our multi-family office helps clients navigate complicated areas of wealth management, regardless of the degree.

Caprock is independent, as opposed to other firms that are constrained by corporate sales needs and conflicts of interest. Established in 2005, Caprock transcends the execution of investments and manages your entire balance sheet. That is different—and it’s better.