Kellen Joseph Schmitz
Investment adviser representative at The Caprock Group, LLC
10 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
10 years in the industry.
- The Caprock Group, LLCJun 2022 to now
- Exit Strategies Group IncJan 2021 to Jun 2022
- Seven Post Investment Office LPSep 2016 to Dec 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6721994
- Firm CRD
- 124272