# THE CAPROCK GROUP, LLC

THE CAPROCK GROUP, LLC of BOISE, ID is an SEC-registered investment adviser.

## Registration

- CRD: 124272
- Type: SEC-registered investment adviser
- SEC file number: 801-61642
- Location: 800 WEST MAIN STREET, SUITE 1150, BOISE, ID, 83702
- Phone: (208) 368-9600
- Latest filing: 2026-03-26
- Regulatory AUM: $12.5B
- Discretionary AUM: $12.2B
- Non-discretionary AUM: $237.4M
- Clients: 67
- Accounts: 436

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Michael M Thomas | CHIEF FINANCIAL OFFICER; MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER | Santa Barbara, CA |
| Mark Kenneth Gustafson | CHIEF INVESTMENT OFFICER IMPACT | — |
| James Richard Rock | CHIEF INVESTMENT OFFICER; CHIEF PORTFOLIO STRATEGIST | — |
| William Gordon Gilbert | CO-PRESIDENT | — |
| Gregory Aaron Brown | CO-PRESIDENT | — |
| Jefferson Richard Jewell | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Glenn Thomas Michael | CHIEF FINANCIAL OFFICER | — |
| MCMILLEN MIKE | CEO; CO-PRESIDENT; PRINCIPAL | — |
| GUSTAFSON MARK KENNETH | CHIEF INVESTMENT OFFICER IMPACT; MANAGING DIRECTOR; MANAGING DIRECTOR & PRESIDENT (+2 more) | — |
| OLSON ALFERD CRAIG | PRESIDENT & MANAGING DIRECTOR; PRINCIPAL; SHAREHOLDER | — |
| ROCK JAMES RICHARD | CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR; PRINCIPAL (+1 more) | — |
| GILBERT WILLIAM GORDON | CO-PRESIDENT; MANAGING DIRECTOR; PRINCIPAL | — |
| WEATHERLEY-WHITE MATTHEW RICHARD | MANAGING DIRECTOR; PRINCIPAL | — |
| OTANDER DAVID ALAN | CHIEF COMPLIANCE OFFICER | — |
| SCHUELKE BRANDEE LYNN | CHIEF COMPLIANCE OFFICER | — |
| BROWN GREGORY AARON | CO-PRESIDENT; MANAGING DIRECTOR; MANAGING DIRECTOR & PRESIDENT (+1 more) | — |
| ROCK MICHELLE MARY | TRUSTEE | — |
| BUCKLEY JOHN TIMOTHY | CO-PRESIDENT | — |
| JEWELL JEFFERSON RICHARD | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| MECH GREGORY JAMES | MANAGING DIRECTOR | — |
| GUMESON JEFFREY MICHAEL | MANAGING DIRECTOR | — |
| Vivek Jindal | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124272/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124272/similar
- Related entities: https://search.stillhousedata.com/firm/124272/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124272

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.