THE CAPROCK GROUP, LLC

800 West Main Street
Suite 1150
Boise, Idaho 83702
Tel: (208) 368-9600

About THE CAPROCK GROUP, LLC

THE CAPROCK GROUP, LLC, formally registered with the SEC as THE CAPROCK GROUP, LLC. The firm was established in 12/17/2002. They have over 9 offices throughout the country.

THE CAPROCK GROUP, LLC is a Boise, Idaho based Financial Planning firm with nearly $9,361,493,116 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 63 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124272
SEC#	801-61642
Assets Managed by Firm	$9,361,493,116
No. of Clients	386
No. of Advisors	63

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (WEALTH MANAGEMENT & CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	386	$9,361,493,116
Individuals (other than high net worth individuals)	35	$19,009,470
High net worth individuals	388	$8,447,247,059
Charitable organizations	13	$895,236,587

More Retirement Planning firms in Boise, Idaho:

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CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19
CONTINUUM ADVISORY, LLC 873 E. State Street Eagle, ID, 83616	$1,292,188,582	2953	66

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