A complete list of active advisors currently associated with Caprock Wealth Management

Warmer can help you find a great advisor at Caprock Wealth Management or one who fits your needs even better.

CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting and management to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and businesses. The firm reports roughly $83.3 million in assets under management for about 100 clients and delivers both discretionary and non‑discretionary portfolio services through a small, two‑advisor team. The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory, combining active and passive strategies and the use of outside managers where appropriate, with ongoing portfolio monitoring. Operationally it also participates in the Altruist Model Marketplace and maintains a formal sub‑advisory relationship with SyntheticFi to implement options‑based synthetic loan and hedging strategies alongside traditional equity, fixed‑income, mutual fund and ETF investments. Distinctive features disclosed in the brochure include an affiliation with a banking institution through a firm principal’s board role at a regional bank and a compact organizational structure with a sole principal/CCO and one additional advisor. The team includes a CFP®‑credentialed principal and an advisor with legal licensure and a Series 65, and the firm provides ERISA retirement plan management (including acting as a 3(38) investment manager), all of which are highlighted in its disclosure materials.

To learn more about the advisors currently working at Caprock Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.