The Caprock Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

124272

SEC number

801-61642

Firm type

RIA

Assets under management

$12.5B as of Mar 26, 2026

Website

x.com/TheCaprockGroup ↗

Phone

(208) 368-9600

Address

800 West Main Street, Boise, ID, 83702

Advisors at this firm

48 in our index · page 1 of 1

• Kiersten Janaye AdlingCRD 6291844 · Park City, UT
  IA Registered
• Melissa AhearnCRD 5479595 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Monica BarreraCRD 1662932 · Chicagp, IL
  IA RegisteredRegistration inactive
• Gregory Aaron BrownCRD 5276924 · Mercer Island, WA
  IA Registered
• Kellianne Renee BarrowCRD 6920356 · San Jose, CA
  IA Registered
• Christy Dawn ClarkCRD 5817900 · Chicago, IL
  IA RegisteredRegistration inactive
• Garrett Daniel DinsmoreCRD 6422077 · Mercer Island, WA
  IA Registered
• Ryan T EdingtonCRD 7598583 · Chicago, IL
  IA RegisteredRegistration inactive
• Jeffrey Scott FriedsteinCRD 2476721 · Chicago, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bennie Warren FowlerCRD 8001283 · Denver, CO
  IA Registered
• William Gordon GilbertCRD 2628415 · Boise, ID
  IA Registered
• Laura Ann GreenigCRD 5198525 · Boise, ID
  IA Registered
• Jeffrey Michael GumesonCRD 3200125 · Park City, UT
  IA Registered
• Mark Kenneth GustafsonCRD 4784112 · Boise, ID
  IA Registered
• Chase Ethan GrossmanCRD 8012024 · San Jose, CA
  IA Registered
• Joseph John GryniukCRD 7401047 · Mercer Island, WA
  IA Registered
• Jessica Summer HabermanCRD 4552392 · Boise, ID
  IA Registered
• Natalie Dawn HolmCRD 3178507 · Mercer Island, WA
  IA Registered
• Erik Van JensenCRD 4981299 · Boise, ID
  IA Registered
• Jefferson Richard JewellCRD 5918668 · Boise, ID
  IA Registered
• Vivek JindalCRD 6542274 · Glen Ridge, NJ
  IA Registered
• Roger J KlauerCRD 4862184 · Winter Park, FL
  IA RegisteredRegistration inactive
• Christa Nicole KunickCRD 7170071 · Boise, ID
  IA RegisteredRegistration inactive
• Ashley LaneyCRD 7434237 · Boise, ID
  IA Registered
• Peter Traugott LawlerCRD 1131068 · Bluffton, SC
  IA RegisteredRegistration inactive
• Gregory James MechCRD 730559 · Newport Beach, CA
  IA Registered
• William R MechCRD 7014752 · Newport Beach, CA
  IA Registered
• Dallas K MockCRD 5008707 · Boise, ID
  IA Registered
• Michelle Alisa MoseyCRD 6744285 · Boise, ID
  IA Registered
• Porter Thomas MilnerCRD 7832573 · Park City, UT
  IA Registered
• John Andrew NordstromCRD 7179756 · Mercer Island, WA
  IA Registered
• Alexander Rolland NixonCRD 8102644 · Driggs, ID
  IA Registered
• Julia Nicole NorthcottCRD 7516980 · Mercer Island, WA
  IA Registered
• Eric Niklas OsmundsonCRD 6560254 · Colorado Springs, CO
  IA Registered
• Joseph French PageCRD 2457577 · Chicago, IL
  IA RegisteredRegistration inactive
• Andy G PazdanCRD 5303940 · Boise, ID
  IA Registered
• James Richard RockCRD 5020387 · San Jose, CA
  IA Registered
• Timothy Charles SimonCRD 5937967 · Green Village, NJ
  IA RegisteredRegistration inactive
• David Lavin SolowCRD 5706466 · Chicago, IL
  IA RegisteredRegistration inactive
• Edward Simpson StroudCRD 6659467 · Charlotte, NC
  IA RegisteredRegistration inactive
• Kellen Joseph SchmitzCRD 6721994 · Boise, ID
  IA Registered
• John Michael SheffieldCRD 6653185 · Austin, TX
  IA Registered
• Kevin Joseph SierzantCRD 7223312 · Newport Beach, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ryan SingerCRD 6338608 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Timothy William SkinnerCRD 7336299 · Boise, ID
  IA Registered
• Ryan Norton SmithCRD 8192638 · Livingston, NJ
  IA Registered
• Whitney W WarmackCRD 5349630 · Austin, TX
  IA RegisteredRegistration inactive
• Anna Sophia WhelchelCRD 7722082 · New York, NY
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.