Chief Financial Officer · The Caprock Group, LLC
Glenn T. Michael
CRD 7082899 · Named on Form ADV at 2 SEC-registered advisers
At a glance
The Caprock Group, LLC, an SEC-registered wealth manager based in Boise, ID with $12.5 billion in regulatory assets, lists Glenn T. Michael on its Form ADV as Chief Financial Officer. The SEC filings also name Glenn at 1 other registered adviser.
Firms and roles
- The Caprock Group, LLCChief Financial OfficerWealth manager · Boise, ID · $12B in regulatory assets
- Venturi Private WealthChief Financial OfficerWealth manager · Boise, ID · $3.6B in regulatory assets
AtlasMembers
Glenn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Mark K. GustafsonChief Investment Officer Impact, The Caprock Group, LLC
- James R. RockChief Portfolio Strategist, The Caprock Group, LLC
- William G. GilbertCo-President, The Caprock Group, LLC
- Gregory A. BrownCo-President, The Caprock Group, LLC
- Jefferson R. JewellChief Operating Officer / Chief Compliance Officer, The Caprock Group, LLC
1 more person named with Glenn on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Glenn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.