Best Investors Account Sign in
Inactive

Timothy William Skinner

The Caprock Group, LLC

Boise, ID

CRD 7336299

Claim This Profile
Employer firm

The Caprock Group, LLC CRD 124272

$12.5B regulatory AUM 436 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • WEALTH MANAGEMENT & CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
The Caprock Group, Llc

800 West Main Street Suite 1150, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-01-07
  • ID RA
    APPROVED
    Since 2025-01-07

Branch Locations

800 West Main Street Suite 1150, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rw Investment Management Llc Dba Rw Investment Management Boise ID 11/2020 11/2024
Quail Hollow Golf Club Boise ID 07/2014 09/2017
Clearwater Analytics Boise ID 05/2018 08/2018
Fisher Investments Camas WA 08/2019 10/2020
Unemployed Boise ID 08/2018 08/2019
Unemployed Boise ID 09/2017 05/2018
The Caprock Group Llc Boise ID 01/2025 Present
  • 11/2020 → 11/2024
    Rw Investment Management Llc Dba Rw Investment Management
    Boise, ID
  • 07/2014 → 09/2017
    Quail Hollow Golf Club
    Boise, ID
  • 05/2018 → 08/2018
    Clearwater Analytics
    Boise, ID
  • 08/2019 → 10/2020
    Fisher Investments
    Camas, WA
  • 08/2018 → 08/2019
    Unemployed
    Boise, ID
  • 09/2017 → 05/2018
    Unemployed
    Boise, ID
  • 01/2025 → Present
    Boise, ID
Previous Registrations
Other Businesses

The University of Idaho Office of Estate, Trust & Gift Planning; Investment Related; Address: Hays Hall University of Idaho, Moscow, ID 83844; Start Date: 04/22/21; 1.25 hours/month and during trading hours; Duties: to render advice and opinions to OETGP professional staff on matters relating to the UI Estate Trust & Gift Planning program.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-23
  • S65 Uniform Investment Adviser Law Examination
    2021-04-23
Other Names
  • Tim Skinner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Boise, ID

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor