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Ryan Norton Smith

The Caprock Group, LLC

Livingston, NJ

Boise, ID

CRD 8192638

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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
NJ RA APPROVED 2026-02-27
  • NJ RA
    APPROVED
    Since 2026-02-27

Branch Locations

12 East Mount Pleasant Ave, Livingston, NJ 07039 • United States

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
The Caprock Group, Llc Boise ID 11/2025 Present
Not Employed New York NY 05/2025 11/2025
Summit Rock Advisors New York NY 12/2017 05/2025
Morgan Creek Chapel Hill NC 06/2015 12/2017
  • 11/2025 → Present
    The Caprock Group, Llc
    Boise, ID
  • 05/2025 → 11/2025
    Not Employed
    New York, NY
  • 12/2017 → 05/2025
    Summit Rock Advisors
    New York, NY
  • 06/2015 → 12/2017
    Morgan Creek
    Chapel Hill, NC
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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