Peter
Lawler
The Caprock Group, LLC
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About this Advisor
Peter Lawler is a financial advisor based in Bluffton, South Carolina, working with The Caprock Group, LLC. Peter has previously held positions at Quivet Neck Capital LLC, Apex Clearing, Retired, Grey Street Capital, and The Caprock Group. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Peter is part of The Caprock Group, LLC, which operates out of Bluffton, South Carolina. 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
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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
Peter Lawler Work History
The Caprock Group
Quivet Neck Capital LLC
Grey Street Capital
Retired
Apex Clearing
Disclosures
Please visit the SEC profile of Peter Lawler 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
Boise, ID
San Jose, CA
Boise, ID
Boise, ID
Green Village, NJ
New York, NY
San Jose, CA
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