The Caprock Group, LLC

Overview

The Caprock Group, LLC is an SEC registered investment adviser based in Boise, ID, registered since 2002. It reports $12.5B in assets under management across 436 accounts, with 67 employees. It has 51 investment adviser representatives.

Reported AUM

$12.5B

Discretionary

98%

Accounts

436

Average account

$28.6M

Employees

67

Advisory reps

51

Registered since

2002

Jurisdictions

15

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 7

• Gregory Aaron Brown Co-President CRD 5276924
• William Gordon Gilbert Jr Co-President CRD 2628415
• Glenn Thomas Michael Chief Financial Officer CRD 7082899

4 more executive officers, with direct contact details

Advisory reps 3 of 51

• Kiersten Janaye Adling Investment Adviser Rep CRD 6291844
• Melissa Ahearn Investment Adviser Rep CRD 5479595
• Monica Barrera Investment Adviser Rep CRD 1662932

48 more advisory reps, with emails, phones and branch locations

Location

Headquarters

800 W Main St Ste 1150
Boise, ID 83702

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 15 jurisdictions

Every state, with registration dates

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