Co-President · The Caprock Group, LLC
Gregory A. Brown
CRD 5276924 · 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 Gregory A. Brown on its Form ADV as Co-President, a control person. The SEC filings also name Gregory at 1 other registered adviser.
Firms and roles
- The Caprock Group, LLCCo-PresidentWealth manager · Boise, ID · $12B in regulatory assets
- Venturi Private WealthCo-PresidentWealth manager · Boise, ID · $3.6B in regulatory assets
AtlasMembers
Gregory’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
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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
- Jefferson R. JewellChief Operating Officer / Chief Compliance Officer, The Caprock Group, LLC
- Glenn T. MichaelChief Financial Officer, The Caprock Group, LLC
1 more person named with Gregory 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 Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.