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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-17-2002
- Office Locations
- 22
Office Locations
About THE Caprock Group, LLC
Caprock Group is a multi-family office-style RIA serving high-net-worth families with complex balance sheets. The team provides holistic wealth management - cash-flow and lifestyle planning, portfolio construction, and legacy-focused coordination - with consolidated reporting. Investment approach spans public markets (including ETFs) and curated private opportunities, with access to alternatives such as private credit and real estate.
Reported data analysis
What the numbers show
Between April 15, 2025 and March 26, 2026, reported AUM increased 23.0%, from $10.1B to $12.5B.
Across 5 reported observations, AUM increased 117.3% between November 3, 2022 and March 26, 2026, from $5.7B to $12.5B.
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 38 advisory representatives and 872 clients, or 22.9 clients per representative. That equates to $14.3M in reported AUM per client.
The profile lists 22 reported office locations and 23 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full THE Caprock Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY AARON BROWN
Co-President
- CRD
- #5276924
- Ownership
- 5% but less than 10%
WILLIAM GORDON GILBERT JR
Co-President
- CRD
- #2628415
- Ownership
- 5% but less than 10%
Showing 2 of 7 owners & executives
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KIERSTEN JANAYE ADLING
Analyst
- CRD
- #6291844
Melissa Ahearn
Director of Strategic Development
- CRD
- #5479595
Showing 2 of 50 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,241,628,659 | $28,206,518 |
| Non-Discretionary | $237,442,972 | $118,721,486 |
| Total | $12,479,071,631 | $28,621,724 |
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Separately Managed Accounts
SMA allocation detail is available
THE Caprock Group, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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