Founded in 2005, Caprock operates as a multi-family office dedicated to providing conflict-free, comprehensive wealth management and investment advisory services. The firm acts as a virtual "CFO for the wealthy," serving a select group of ultra-high-net-worth families and foundations by managing complex financial lives, including investment portfolios, strategic planning, and risk management. Caprock emphasizes an institutional-quality approach, aligning its interests with its clients by operating on a fee-only basis and avoiding the conflicts of interest inherent in traditional brokerage models.

Founded in

United States