About The CAPROCK Group

The CAPROCK Group is a multi-family wealth advisory firm, customizing financial solutions for individuals and families who don't have the time or expertise to create such solutions on their own. They invest in people and technology that deliver transparent and comprehensive performance reporting. The CAPROCK Group was built for investors who seek a true financial partner.

Becoming a Founding B Corporation was an opportunity to take a leadership role in positively impacting the lives of our clients, community, vendors, partners, and employees.

Most successful people possess the skills required to manage their day-to-day income and expenses, and to evaluate the merits of individual opportunities. Very few, however, have the time to define and digest the information necessary to make informed, long-term strategic financial decisions. The frequent result is a portfolio by default rather than a portfolio by design. Hence their prime objective: to introduce order and structure to financial affairs.

The Change We Seek®

By helping to re-think the way that financial services are conceived, packaged and delivered, we seek to become a responsible role model for any service-based business.

The ability to identify and deliver superior opportunities across all asset classes, regardless of source, is an invaluable characteristic in an advisor. This ability is known as “open” architecture. Narrowly defined, “open” architecture can mean the difference between an adequate return and a superior return.

We extend beyond the baseline reporting requirements by reporting on more complicated asset classes: private and alternative investments. We are committed to reporting on all asset classes because we believe that doing so gives us a definable edge in a competitive environment.

Founding B Corporation

The Caprock Group

• Product/Services: Financial Services - multi family office
• Location: Seattle, WA + San Francisco, CA + Boise,, ID
• Ownership: Private
• http://www.thecaprockgroup.com