The Caprock Group- Austin and Oklahoma City

EST. AUM
$3,581,250,224

CONTACTS
10

CLIENT ACCOUNTS
4,555

Firm Details

Metro area Austin
CRD Number
Website venturiprivatewealth.com
Client types

Overview

The Caprock Group – Austin and Oklahoma City represents Caprock’s current wealth-management operations in Austin, Texas and Oklahoma City, Oklahoma. Caprock is an SEC-registered RIA and multi-family office serving ultra-high-net-worth individuals and families. Its services include investment management, financial planning, family-office services, estate and tax coordination, liquidity planning and access to public and private investments. Caprock expanded its Austin footprint and established its Oklahoma City presence through the acquisition of Venturi Private Wealth announced on 14 July 2026. The transaction brought approximately $4 billion in assets, about 30 employees and 10 advisors into Caprock. Former Venturi clients continue working with their existing advisory teams while gaining access to Caprock’s broader investment, technology and family-office resources.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Caprock Group- Austin and Oklahoma City

Platform Details

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