The Caprock Group, LLC

The Caprock Group, LLC provides fee-only private wealth management, family office and consulting services to individuals (both high‑net‑worth and non‑HNW), families, trusts, charitable institutions, foundations, endowments, corporate pension and profit‑sharing plans, and family‑owned entities and partnerships. It manages accounts on both a discretionary and non‑discretionary basis and may allocate client assets to independent third‑party managers as well as affiliated private fund vehicles.

Caprock constructs customized portfolios using a lifetime discounted cash‑flow model and a six‑asset‑class framework (cash, fixed income, public equity, private credit, real assets and private equity), emphasizing broad diversification, tax efficiency and capital preservation. The firm operates as a manager‑of‑managers—selecting and monitoring third‑party managers, reporting performance using IRR and time‑weighted returns where appropriate, and offering scored impact‑investment options aligned to client values.

Noteworthy distinctions include its family‑office infrastructure and participation in selective institutional custody programs—Caprock participates in Charles Schwab’s Schwab Advisor Family Office (SAFO) program and Fidelity’s Family Office Services—which provide institutional trading, reporting and practice‑management support. The firm also sponsors affiliated private funds through Caprock Management, LLC and discloses the resulting conflicts and operational overlap, and it provides operational family‑office services (private/alternative investment coordination, capital‑call management and monthly balance‑sheet reporting) while acknowledging custody considerations when accessing client online credentials.