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Ryan Norton Smith

Investment adviser representative at The Caprock Group, LLC
11 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

11 years in the industry.

  1. The Caprock Group, LLCNov 2025 to now
  2. Not EmployedMay 2025 to Nov 2025
  3. Summit Rock AdvisorsDec 2017 to May 2025
  4. Morgan CreekJun 2015 to Dec 2017

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
8192638
Firm CRD
124272
Advisor's SEC record (opens in a new tab)
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