John Michael Sheffield
Investment adviser representative at The Caprock Group, LLC
13 yearsExperience
1 stateRegistered in
$12.5BFirm assets
23 yearsFirm in business
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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
13 years in the industry.
- The Caprock Group, LLCSep 2023 to now
- CaprockJul 2023 to now
- Cresset CapitalOct 2021 to Jul 2023
- Berman Capital AdvisorsDec 2017 to Oct 2021
- M&g ContractorsJun 2017 to Dec 2017
- University of GeorgiaJul 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6653185
- Firm CRD
- 124272