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William R Mech

The Caprock Group, LLC

Boise, ID

Newport Beach, CA

CRD 7014752

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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
CA RA APPROVED 2018-10-15
  • CA RA
    APPROVED
    Since 2018-10-15

Branch Locations

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

450 Newport Center Drive, Ste 280, Newport Beach, CA 92660 • 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
The Caprock Group Newport Beach CA 01/2017 06/2022
Channel Consulting Newport Beach CA 06/2015 01/2017
The Caprock Group Newport Beach CA 06/2022 Present
  • 01/2017 → 06/2022
    The Caprock Group
    Newport Beach, CA
  • 06/2015 → 01/2017
    Channel Consulting
    Newport Beach, CA
  • 06/2022 → Present
    The Caprock Group
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-15
  • S65 Uniform Investment Adviser Law Examination
    2018-10-15
Other Names
  • William Mech

View on SEC IAPD

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INTEGRATED ADVISORS
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Nearby Investors

TERRY GENE HERSHEY
RONALD GAMBASSI
ANDREW MELVIN BARTON

Nearby Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID

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