William Gordon Gilbert

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

• 08/2005 → Present
  The Caprock Group, Inc.
  Boise, ID

Previous Registrations

• 1998-01-15 → 2005-08-18
  Citigroup Global Markets Inc.
  Boise, ID

Other Businesses

UNIVERSITY OF IDAHO FOUNDATION, MOSCOW,ID_INVESTMENT-RELATED UNIVERSITY FOUNDATION-EMERITUS DIRECTOR, MEMBER OF INVESTMENT COMMITTEE, MEMBER OF CAPITAL CAMPAIGN CABINET_DUTIES: SITTING ON BOARD OF DIRECTORS, INVESTMENT COMMITTEE, FINANCE COMMITTEE. 1 HOUR PER MONTH 0 OF WHICH OCCUR DURING MARKET TRADING HOURS. IDAHO YOUTH RANCH_BOISE, ID. INVESTMENT RELATED_NON-PROFIT FOUNDATION_SINCE JUNE 2008. MEMBER OF INVESTMENT COMMITTEE. 1 TO 2 HOURS PER MONTH 0 OF WHICH OCCUR DURING MARKET TRADING HOURS. ST. LUKES HEALTH FOUNDATION_BOISE, ID_INVESTMENT RELATED_HOSPITAL FOUNDATION_ SINCE JUNE 2009.CHAIR OF STEWARDSHIP COMMITTEE, MEMBER OF EXECUTIVE COMMITTEE, AND BOARD OF DIRECTORS MEMBER. 1-2 HOURS PER MONTH 0 OF WHICH ARE DEVOTED DURING MARKET TRADING HOURS. CRANE CREEK COUNTRY CLUB_BOISE, ID_CHAIR OF FINANCE COMMITTEE, MEMBER OF EXECUTIVE COMMITTEE, BOARD OF DIRECTORS MEMBER SINCE MARCH 2010_INVESTMENT RELATED_ASSIST COMMITTEE WITH REVIEWING CLUB'S BUDGET AND CASH BALANCE_3 TO 4 HOURS PER MONTH, 1 DURING MARKET TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-08
• S63 Uniform Securities Agent State Law Examination
  1997-10-29