The Caprock Group, LLC logo

The Caprock Group, LLC

Updated today

Total assets under management

$10,149,325,042

Total clients

395

93% high-net worth

Total advisors

36

of 64 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

11

Average account size

$25,694,494

About

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.

Client services

Financial planning Portfolio management Selection of other advisers Wealth management & consulting

Fee options

Fixed

Fixed retainer fees based on anticipated services (negotiable)

Other

Account minimum: Negotiable based on client circumstances, no specific minimum stated Fee-only: Generally no greater than 1% annually of assets under management, negotiable; also fixed retainer fees based on anticipated services

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

The Caprock Group, LLC

800 West Main Street, Suite 1150

Boise ID 83702, United States

Number of offices

12

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")