C
$90.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
21 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2014
- Office Locations
- 1
Office Locations
7800 N. Dallas Pkwy STE 330 Plano TX
About Caprock Capital Advisors Inc.
Caprock Capital Advisors Inc. is a Plano-based RIA. The firm has been operating for 12 years. Managing $90.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
62 AVG AGE
$30.2M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
7.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
M
MARK EVAN MITCHELL
President
- CRD
- #2485503
- Ownership
- 75% or more
Available
Available
Available
J
JENNIFER PAGE PUSTMUELLER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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MARISA LEE LOCKHART
Wealth Advisor
- CRD
- #4307712
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $90,684,613 | -- |
| Total | $90,684,613 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Municipal Bonds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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