John
Sheffield
The Caprock Group, LLC
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About this Advisor
John Sheffield is a financial advisor based in Boise, Idaho, working with The Caprock Group, LLC. John has previously held positions at Caprock, Cresset Capital, Berman Capital Advisors, M&G Contractors, UBS Financial Services, and the University of Georgia. John has passed the Series 65 regulatory exam and is registered to provide services in Idaho and Texas. Currently, John is part of The Caprock Group, LLC, which operates out of Boise, Idaho. The firm has 4 offices and 50 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at The Caprock Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Caprock Group, LLC Brokerage Details
$6,921,595,153
50
317
$21,834,685
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
John Sheffield Work History
Caprock
Cresset Capital
Cresset Capital
Berman Capital Advisors
Berman Capital Advisors
M&G Contractors
Ubs Financial Services
University Of Georgia
Disclosures
Please visit the SEC profile of John Sheffield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Caprock Group, LLC
Boise, ID
New York, NY
Boise, ID
Boise, ID
Green Village, NJ
San Jose, CA
Boise, ID
Park City, UT
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