The Caprock Group Inc
Legal Name: THE CAPROCK GROUP, INC.
Full Contact Details
The Caprock Group Inc
805 WEST IDAHO STREET, SUITE 200, BOISE, ID
(208) 368-9600
(208) 368-9602
Other Info
The Caprock Group, legally named THE CAPROCK GROUP, INC., operates as an ID Corporation serving an unspecified number of clients. The firm employs 32 people, with 20 working as advisors. Their SEC status is currently approved, and the registration date is December 17, 2002.
Caprock - Rethinking Wealth - Boise, Newport Beach, Seattle, San Jose
Caprock is an SEC Registered Investment Adviser. We develop customized wealth solutions and strategies for individuals and families.
Direct Owners
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ALFERD CRAIG OLSON
SHAREHOLDER owns more than 10% but less than 25%
-
GLENN THOMAS MICHAEL
MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER owns less than 5%
-
GNT TRUST
SHAREHOLDER owns more than 10% but less than 25%
-
GREGORY AARON BROWN
MANAGING DIRECTOR owns more than 10% but less than 25%
-
JAMES RICHARD ROCK
MANAGING DIRECTOR owns less than 5%
-
JEFFERSON RICHARD JEWELL
MANAGING DIRECTOR / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER owns less than 5%
-
MARK KENNETH GUSTAFSON
MANAGING DIRECTOR & PRESIDENT owns more than 10% but less than 25%
-
MATTHEW RICHARD WEATHERLEY-WHITE
MANAGING DIRECTOR owns more than 10% but less than 25%
-
WILLIAM GORDON GILBERT
MANAGING DIRECTOR owns more than 10% but less than 25%
Indirect Owners
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JAMES RICHARD ROCK
TRUSTEE
-
MICHELLE MARY ROCK
TRUSTEE
Custodians
-
CHARLES SCHWAB & CO., INC.
United States
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