{"url":"https://nivawealth.com/firms/the-caprock-group-124272","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/124272","regulatoryAum":12479071631,"crd":"124272","secFileNumber":"801-61642","legalName":"The Caprock Group, LLC","displayName":"The Caprock Group","website":"https://caprock.com/","linkedinUrl":"https://www.linkedin.com/company/caprock-alignedwealth","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"800 West Main Street, Suite 1150","city":"Boise","state":"ID","stateName":"Idaho","country":"United States","postalCode":"83702"},"tradeNames":[],"registration":{"secApproved":"17 December 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Caprock Group has custody of $3.67B for 434 clients.","otherCustodians":[],"leadership":[{"name":"Gregory Brown","title":"Co-President","crd":"5276924"},{"name":"William Gilbert","title":"Co-President","crd":"2628415"},{"name":"Glenn Michael","title":"Chief Financial Officer","crd":"7082899"},{"name":"Jefferson Jewell","title":"Chief Operating Officer /","crd":"5918668"},{"name":"Mark Gustafson","title":"Chief Investment Officer Impact","crd":"4784112"},{"name":"Vivek Jindal","title":"Chief Investment Officer","crd":"6542274"},{"name":"James Rock","title":"Chief Portfolio Strategist","crd":"5020387"}],"ownership":[{"label":"Mark Gustafson","detail":"Chief investment officer impact in the 5% to 10% ownership band and a control person, since January 2004."},{"label":"William Gilbert","detail":"Co-president in the 5% to 10% ownership band and a control person, since August 2005."},{"label":"Gregory Brown","detail":"Co-president in the 5% to 10% ownership band and a control person, since January 2007."},{"label":"TCG Midco, LLC","detail":"Unit holder in the 75% or more ownership band and a control person, since December 2021."},{"label":"Ta/TCG Holdings, LLC","detail":"Indirect owner: a unit holder of TCG Midco, LLC in the 50% to 75% band and a control person, since December 2021.","parent":"TCG Midco, LLC"},{"label":"TCG Holdings, Inc.","detail":"Indirect owner: a unit holder of Ta/TCG Holdings, LLC in the 25% to 50% band, since December 2021.","parent":"Ta/TCG Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":11,"privateResidences":2},"listedOfficeAddresses":10,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"8501 N Scottsdale Road","city":"Scottsdale"}]},{"state":"California","offices":2,"addresses":[{"street":"1100 Lincoln Avenue","city":"San Jose"},{"street":"450 Newport Center Drive","city":"Newport Beach"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"6312 South Fiddlers Green Circle","city":"Greenwood 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businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":8},{"label":"U.S. state and local bonds","percent":23},{"label":"Sovereign bonds","percent":1},{"label":"Investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":6},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":3,"detail":"Caprock Relies on Custodians to Send Security-Level Data to Classify. Complete Information for A Portion of These Securities Is Not Sent by Custodians for A Variety of Reasons. in the Event A Custodian Doesn'T Send the Details Required to Easily Classify A Given Security, Caprock Places That Security in 'Other'. the Size and Contents of the 'Other' Category Is, Therefore, Steadily Changing."}],"privateFunds":0},"sources":{"adv1FilingDate":"7 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/124272/PDF/124272.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Caprock Group have?","answer":"The Caprock Group has 436 clients and manages $12.5 billion for them, as of August 2026. They include 398 high-net-worth individuals, 22 other individuals and 16 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Caprock Group offer?","answer":"The Caprock Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does The Caprock Group use?","answer":"The Caprock Group’s separately managed account assets are held at National Financial Services LLC (Chicago, IL), with $2,835,132,920 and Charles Schwab & Co., Inc. (San Francisco, CA), with $2,020,685,382. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Caprock Group have?","answer":"The Caprock Group has 46 investment adviser representatives registered with state securities authorities, out of 67 employees, and 38 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Caprock Group invest in?","answer":"At the end of its last fiscal year, The Caprock Group’s separately managed accounts held 52% exchange-traded equities, 23% state and local bonds, 8% U.S. government and agency bonds, 6% registered funds (mutual funds, ETFs, BDCs), 4% investment grade corporate bonds, 3% caprock relies on custodians to send security-level data to classify. complete information for a portion of these securities is not sent by custodians for a variety of reasons. in the event a custodian doesn't send the details required to easily classify a given security, caprock places that security in 'other'. the size and contents of the 'other' category is, therefore, steadily changing., 2% cash and equivalents, 1% non-exchange-traded equities and 1% sovereign bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Caprock Group?","answer":"The Caprock Group is owned through a chain of holding companies by TCG Holdings, Inc. Its direct owners are Mark Gustafson (5% to 10%), William Gilbert (5% to 10%), Gregory Brown (5% to 10%) and TCG Midco, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Caprock Group get paid?","answer":"The Caprock Group is paid through a percentage of assets under management and fixed fees. 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