What Caprock Is All About
Caprock is not your typical wealth management firm. At its core, it’s about true alignment — not just the easy-to-say kind, but the real deal. The philosophy here? Getting completely in sync with clients, understanding their unique needs, challenges, and visions for the future. This isn’t just about managing assets; it’s about forming an alliance that’s unlike anything else in the industry. Caprock’s approach is purposeful, designed to holistically align your assets with your aspirations, creating a strategy tailored just for you.
The Main Benefit: A Clear Financial Picture
What really sets Caprock apart is how it manages your wealth. It goes beyond simply executing investments. Instead, it strategically manages all your assets, balancing lifestyle needs and cash flow with precision. And the best part? You get your entire financial picture in one comprehensive report. Here are some key figures that highlight Caprock’s impact:
- $14.4 billion assets under advisement (AUA)
- $4.9 billion invested in private markets
- $2.5 billion deployed with impact intentionality
- 423 families served
Expertise That Opens Doors
Caprock empowers clients with rare opportunities. Access to a complete investment arsenal spans six distinct public and private asset classes. This includes some of the most exclusive private investment opportunities out there — from future unicorns that everyone’s talking about to those under-the-radar, non-public investments you won’t find just anywhere. It’s a level of expertise and access that’s truly exceptional.
Exceptional Talent, Unconventional Team
This isn’t your run-of-the-mill wealth advisory team. Caprock brings together people from diverse industries, creating a powerhouse of talent with deep expertise across the full spectrum of financial management, private investment asset classes, and client services. The result? A distinct multi-family office experience that’s anything but traditional.
Locations That Matter
Caprock’s reach is broad, with offices in key cities across the U.S. This geographic diversity means clients can access their services wherever they are, from Boise to New York, and from San Jose to Scottsdale. Here’s where you’ll find Caprock:
- Boise
- Seattle
- San Jose
- Newport Beach
- Park City
- New York
- Austin
- Chicago
- Scottsdale
- Winter Park
- Denver
Caprock’s Impact on Sustainable Development Goals (SDGs)
- Decent Work and Economic Growth
- Industry, Innovation, and Infrastructure
- Reduced Inequalities
- Responsible Consumption and Production
- Climate Action
- Partnerships for the Goals
Why Impact Investing Matters Here
Impact investing isn’t just a buzzword at Caprock — it’s a core part of the strategy. With $2.5 billion deployed intentionally toward impact, the firm ensures that investments do more than just grow wealth; they drive positive change. This focus on impact investing aligns financial goals with broader social and environmental objectives, making wealth management a force for good. It’s about creating value that resonates beyond the balance sheet, reflecting a commitment to responsible financial services and meaningful outcomes.
