Chase Ethan Grossman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 06/2017
  Crystal Springs Uplands School
  Hillsborough, CA
• 08/2017 → 05/2020
  University Of Puget Sound
  Tacoma, WA
• 05/2022 → 08/2022
  Unemployed
  Boise, ID
• 08/2020 → 07/2021
  Limelight Hotel
  Ketchum, ID
• 08/2021 → 05/2022
  University Of Puget Sounda
  Tacoma, WA
• 05/2020 → 08/2020
  Unemployed
  Ketchum, ID
• 09/2022 → 06/2024
  Caprock
  Boise, ID
• 06/2024 → Present
  Caprock
  San Jose, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-11