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The CAPROCK Group

Multifamily office listing in Boise, Idaho, United States.

SEC-registered

Regulatory AUM: $12.5 billion
Employees: 67
Clients: 251-500
SEC CRD: 124272

Caprock is a multi-family office serving high-net-worth families through coordinated wealth management, investment services, and family-office support.

Overview

Caprock assigns a professional team to each client family and builds portfolios around individual needs, goals, and legacy plans. The firm reports serving 468 families, with $21.2 billion under advisement, $8.1 billion invested in private markets, and $2.2 billion deployed with impact intentionality. The reported figures are dated July 31, 2026 and March 31, 2026.¹²

Leadership

Gregory Brown is Co-CEO. His experience includes investing, entrepreneurship, product and business-development strategy, capital formation, and mergers and acquisitions.³

Bill Gilbert is Co-CEO. He says Caprock was created to provide families with aligned advice across their full balance sheets and a comprehensive family-office solution.⁴

Services

Caprock’s wealth-management services include consolidated reporting, comprehensive financial planning, cash-flow forecasting and budgeting, cash management, liquidity-event planning, and private business transaction support.⁵

Estate, tax, lifestyle, philanthropy, and personal-estate services include wealth-transfer planning, insurance review, tax-document organization, K-1 tracking, accountant coordination, bill pay, travel services, foundation management, charitable-giving facilitation, deal-structure review, borrowing options, and due-diligence management.⁵

What the firm offers

Financial planning
Tax planning
Philanthropy
Administration and bill pay
Risk and insurance

Investment capabilities

Caprock offers public and private investment capabilities across cash, fixed income, public equities, alternative investments, real assets, private equity, private debt, venture capital, co-investments, and direct investments.⁶

Its private-investing work includes private funds, direct investments, and commingled vehicles. The private-investing team says it evaluates opportunities independently and focuses on differentiated access and disciplined diligence for affluent families and sophisticated investors.⁷⁸

Client focus

Caprock serves high-net-worth families through a multi-family office model that coordinates investment, financial, estate, tax, lifestyle, philanthropic, and personal-estate needs. Its services also support sophisticated investors seeking private-market opportunities.¹⁵⁸

Approach

Caprock’s investment philosophy centers on long-term wealth creation through consistent compounding of after-tax returns and an endowment-like strategy.⁹

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 124272. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2016	$2.5 billion	$2.4 billion	$26 million
2017	$2.2 billion	$2.2 billion	$43 million
2018	$2.6 billion	$2.6 billion	$25 million
2019	$2.8 billion	$2.7 billion	$25 million
2020	$3.6 billion	$3.4 billion	$224 million
2021	$5.1 billion	$4.9 billion	$256 million
2022	$5.7 billion	$5.5 billion	$261 million
2023	$5.9 billion	$5.7 billion	$218 million
2025	$10.1 billion	$9.9 billion	$250 million
2026	$12.5 billion	$12.2 billion	$237 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 124272. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$12 million
2019	$11 million
2020	$18 million
2021	$21 million
2022	$22 million
2023	$20 million
2025	$25 million
2026	$29 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 124272. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	22
High net worth individuals	398
Charities	16

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 124272. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2016	29
2017	26
2018	32
2019	32
2020	33
2021	33
2022	36
2023	48
2025	64
2026	67

FAQs

What does Caprock do?

Caprock provides multi-family office wealth management, financial planning, family-office administration, and public and private investment services for high-net-worth families.¹⁵

What private-market investments does Caprock offer?

Its private-investing capabilities include private funds, direct investments, commingled vehicles, private equity, private debt, venture capital, co-investments, and other alternative investments.⁶⁷

Is Caprock registered with the SEC?

The Caprock Group, LLC is an SEC-registered investment adviser with CRD number 124272 and SEC file number 801-61642.¹⁰

LocationMultifamily offices in Boise
Explore multifamily offices in Boise to compare how firms serving wealthy families structure financial planning, tax planning, philanthropy, administration, and risk support. This regional page can help a family or business owner identify the range of services commonly considered when evaluating a multi-family office relationship.
Network siteCapitalGainsTax.com
CapitalGainsTax.com offers guides on capital gains tax and planning strategies that may affect investment decisions, business sales, and family wealth transfers. Reviewing these topics can help readers prepare questions about tax planning when considering a firm that coordinates investments with broader family-office services.
Network siteFamilyOffices.com
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DataMFO registration status data
MFO registration status data can help readers review how multi-family office firms are identified in public records and assess what information is available about a provider. This is useful for families and business owners who want to organize due diligence questions before discussing financial planning, tax, insurance, or administrative services.
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Buffington Mohr McNeal, Acropolis Capital Partners, and AG Asset Advisory, LLC provide comparison points among other firms listed on MultifamilyOffices.com. Reviewing their profiles alongside Caprock can help a wealthy family or business owner compare service descriptions, client focus, and the types of support offered across investment and family-office needs.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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