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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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