Caprock Group Revenue, Growth & Competitor Profile

DBA THE CAPROCK GROUP, LLC

Company Profile & Annual Report for Caprock Group

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Caprock Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	800 West Main Street Suite 1150 Boise, ID 83702

Note: Revenues for privately held companies are statistical evaluations.


Caprock Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Caprock Group's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Caprock Group is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Caprock Group Annual Revenue and Growth Rate

Caprock Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Caprock Group's revenues are gauged from an analysis of company filings.

Caprock Group's Income Statement (based on Industry Averages)

Caprock Group P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Caprock Group is developing and marketing. Caprock Group doesn't have any recent trademark applications, indicating Caprock Group is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
C Development of customized financial solutions for individuals, groups and entities, namely, financial planning, investment advisory services; Financial consulting and advisory services; Financial services, namely, wealth management services	04/13/2018
IPAR Educational services, namely, providing educational presentations in the field of investments and the social impact of those investments, and printed materials distributed therewith	06/26/2015
I3 Financial consulting services, namely, advising high net worth individuals and families regarding financial investments; financial services, namely, wealth management services for high net worth individuals and families; development of customized financial solutions for high net worth individuals and families, namely, financial planning and investment advisory services	06/26/2013

See all trademarks and details in the Full Report.

Market Share of Caprock Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Caprock Group, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Caprock Group. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CLEARWATER ADVISORS	Boise, ID	100
ALSCOTT	Boise, ID	13
AMPLIO CORPORATION DBA GUIDANT FINANCIAL	Boise, ID	12
CAPROCK GROUP	Boise, ID	5
LEGACY PORTFOLIO MANAGEMENT	Boise, ID	2
FWMG LLC DBA FULCRUM WEALTH MANAGEMENT GROUP	Boise, ID	2

Future Competition: Caprock Group's Fastest Growing Competitors

These companies are in the same general field as Caprock Group and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)