Natalie Dawn Holm
Investment adviser representative at The Caprock Group, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$12.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- The Caprock Group, Inc.Nov 2011 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (WA).
The Caprock Group, LLC
$12.5BAssets managed
436Clients
51Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3178507
- Firm CRD
- 124272