Edward Simpson Stroud
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, LLCMay 2026 to now
- CaprockMar 2026 to now
- Nicrone Uk LimitedMay 2023 to Mar 2026
- Teacher Retirement System of TexasAug 2019 to May 2023
- Lincoln InternationalJun 2017 to Jul 2019
- Washington and LeeAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6659467
- Firm CRD
- 124272