Assets Under Management
$10.1B
Number of Clients
408
Number of Advisors
44
Average Client AUM
$24.9M
AUM per Advisor
$230.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Caprock Group offers continuous investment advice to clients and families based on individual needs. They develop personal investment guidelines, create and manage portfolios, and may allocate assets to third-party investment managers. They also provide wealth management and family office services, including coordination among advisors, private investment analysis, and balance sheet reporting. Consulting services are available for individuals and institutions.
800 West Main Street, Suite 1150, Boise, ID, 83702