The Caprock Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated March 26, 2026, reports $12.5B in regulatory assets under management, 67 employees, 11 offices, and 436 accounts.
Assets Under Management
$12.5B
Employees
67
Offices
11 offices
Total Clients
436
Primary office
BOISE, ID
800 WEST MAIN STREET, SUITE 1150, BOISE, ID, United States
Top client segmentHNWI represent 91.3% of total clients.
Top client categories% of clientsClients
1
HNWI
91.3%
398
2
Individuals
5.0%
22
3
Charitable
3.7%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.5Bas of March 26, 2026
Discretionary98.1%
$12.2B
98% of total RAUM98.1%
Non-discretionary1.9%
$237M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$12.5B
Total Accounts436
10Y AUM Change+$10.2B (+457.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees67
Clients per Employee7:1
10Y Employee Change+41 (+157.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.