$83.3M Total AUM
$83.3M Disc. AUM
-- 3Y CAGR
3 Employees
100 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
10809 Executive Center Drive Plaza 8 Little Rock AR
About Caprock Wealth Management
Caprock Wealth Management is a Little Rock-based RIA. The firm has been operating for 1 years. Managing $83.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
36 AVG AGE
$41.7M AVG AUM / ADVISOR
$833.1K AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
B
BRADLEY EMMETT SMITH
Chief Compliance Officer, Owner
- CRD
- #5856592
- Ownership
- 75% or more
Available
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L
Ledly Stock Jennings
--
- CRD
- #6908674
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,312,914 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,312,914 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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