Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
408 clients
Average Client Portfolio
$24.9M average
Assets Under Management
$10.1B

Fee Structure

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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bennie is a Venture Partner at Stormbreaker, an early-stage specialist venture firm, and Wavemaker 360, a venture capital firm. He spends minimal time on each role, assisting with portfolio companies, operations, and connecting Wavemaker to potential companies.

Employment History
Current Registrations
The Caprock Group, LLC
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.