RIA Intel›Advisers›Texas›CAPROCK CAPITAL ADVISORS, INC.

CAPROCK CAPITAL ADVISORS, INC.

Advisory

PLANO, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX
#1,482
of 2,813 advisers by AUM
Average account
$4M
across 21 accounts
AUM per adviser
$30M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$91M
Discretionary %
0%
Clients
21
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$91M
Discretionary AUM$0
Non-Discretionary AUM$91M
Discretionary %0%
Total Clients21
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

PRESERVATION CAPITAL MANAGEMENT LP
DALLAS, TX
$91M
0.0% 1Y
A. MILLER INVESTMENT ADVISORS, L.P.
HOUSTON, TX
$91M
-36.8% 1Y
SAGE HARBOR ADVISORS, INC.
HOUSTON, TX
$91M
-13.7% 1Y
AKG FINANCIAL, LLC
$91M
BROWN & BROWN FINANCIAL SERVICES, INC.
DALLAS, TX
$91M
+14.4% 1Y
LEBAIR FINANCIAL SERVICES, INC.
$90M

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