The Caprock Group, LLC is a registered investment advisor based in San Antonio, TX. They offer intentional wealth management services that are fully aligned with their clients' visions, providing exclusive and curated opportunities to grow and protect their wealth. With a bespoke approach, they strategically manage all assets, balancing lifestyle and cash needs, and deliver a comprehensive financial picture in a single report. Their team consists of experts from diverse industries, offering a distinct multi-family office experience.
Caprock empowers clients with rare investment opportunities across six distinct public and private asset classes, including exclusive private investments. They go beyond investment execution, managing the entire balance sheet and taking a holistic approach to every facet of their clients' personal and financial lives. With their expertise and commitment to client desires, Caprock provides clarity and unlocks highly desirable opportunities in the complex world of wealth management.
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