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Family Offices
Caprock is a privately owned multi-family office serving ultra-high-net-worth clients with personalized wealth management, financial planning, and private investments aligned to their goals.
Data as of (this record's last observation) from firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Target | State | Kind | Asset class | Sector | Announced | Amount | Evidence |
|---|---|---|---|---|---|---|---|
| Venturi Private Wealth | n/a | acquisition | n/a | n/a | Jul 14, 2026 | n/a | fact |
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Bryan Eckman | Senior Client Associate, Director of Associate Development | leadership | senior | n/a | yes | fact |
| Bennie Fowler III | Director of Business Development | leadership | senior | n/a | yes | fact |
| David Solow | Managing Director, Client Advisor | leadership | senior | n/a | yes | fact |
| Abby Merrill | Director, Client Advisor | leadership | senior | n/a | yes | fact |
| Bill Gilbert | Co - CEO | leadership | senior | n/a | yes | fact |
| Chase Grossman | Investment Associate | Direct investments | unknown | n/a | yes | fact |
| Alex Clendennen | Director, Client Advisor | leadership | senior | n/a | yes | fact |
| Chris Creed | Director, Client Advisor | leadership | senior | n/a | yes | fact |
| Cole Edmiston | Client Advisor | other | unknown | n/a | yes | fact |
| Andrew Pazdan | Director of Reporting Services | leadership | senior | n/a | yes | fact |
| Ashley Laney | Junior Client Associate | other | unknown | n/a | yes | fact |
| Blake Willcox | Client Advisor | other | unknown | n/a | yes | fact |
| Christa Kunick | Senior Client Associate, Impact Investments | Direct investments | unknown | n/a | yes | fact |
| Donovan Shekhdar | Junior Client Associate | other | unknown | n/a | yes | fact |
| Christopher Stout | Director of Family Office Services | leadership | senior | n/a | yes | fact |
| Christy Clark | Client Advisor | other | unknown | n/a | yes | fact |
| Dallas Mock | Managing Director, Client Advisor | leadership | senior | n/a | yes | fact |
| Ben Ryan | Client Associate | other | unknown | n/a | yes | fact |
| Drew Nordstrom | Senior Client Advisor | other | unknown | n/a | yes | fact |
| Edward Stroud | Associate Director of Private Investments | Direct investments | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Cole Edmiston (Client Advisor), Christa Kunick (Senior Client Associate, Impact Investments), Chris Creed (Director, Client Advisor), Chase Grossman (Investment Associate), Bryan Eckman (Senior Client Associate, Director of Associate Development), Blake Willcox (Client Advisor), Bill Gilbert (Co - CEO), Ben Ryan (Client Associate), Andrew Pazdan (Director of Reporting Services), Alex Clendennen (Director, Client Advisor), Abby Merrill (Director, Client Advisor).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan