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RIA comparison · SEC Form ADV

The Caprock Group, LLC vs Venturi Private Wealth

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

The Caprock Group, LLC is the larger of the two, with $12B in regulatory assets to $3.6B at Venturi Private Wealth, 3.5 times the size of its rival, by their latest Form ADV filings. Venturi Private Wealth reports more individual clients (687 vs 420), while The Caprock Group, LLC’s clients hold more on average (about $27 million each against $4.5 million). Both are based in Boise, Idaho.

FigureThe Caprock Group, LLCVenturi Private Wealth
Regulatory AUM$12B$3.6B
National rank#76#305
HeadquartersBoise, IdahoBoise, Idaho
Individual clients420687
High-net-worth clients398407
Average client assets$27 million$4.5 million
Accounts4364,555
Discretionary98% of AUM97% of AUM
Employees6728
Advisory staff3812
Clients per advisory employee1157
Offices123
Form ADV filed2026-08-072026-08-31

The Caprock Group, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Venturi Private Wealth

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, The Caprock Group, LLC or Venturi Private Wealth?

The Caprock Group, LLC, with $12B in regulatory assets under management against $3.6B at Venturi Private Wealth. Nationally they rank #76 and #305 among 5,657 independent wealth management RIAs.

How many clients do The Caprock Group, LLC and Venturi Private Wealth have?

The Caprock Group, LLC reports 420 individual clients (398 high-net-worth) with 38 advisory employees; Venturi Private Wealth reports 687 (407 high-net-worth) with 12 advisory employees.

How do The Caprock Group, LLC and Venturi Private Wealth charge clients?

Only Venturi Private Wealth lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do The Caprock Group, LLC and Venturi Private Wealth offer?

The Caprock Group, LLC lists portfolio management for businesses and institutions, which Venturi Private Wealth does not. Venturi Private Wealth lists educational seminars and workshops, which The Caprock Group, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; selecting other advisers; other services.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: The Caprock Group, LLC ↗, Venturi Private Wealth ↗. How to check a financial advisor →