Caprock Taps Denver's Booming Wealth Market with New Office

DENVER, CO – April 16, 2026 – Caprock, a prominent multi-family office serving the nation's wealthiest families, has planted its flag in the Rocky Mountain region, announcing the opening of a new office in Greenwood Village. The move marks the firm's 10th location in the U.S. and signals a significant strategic push into Colorado's rapidly expanding market for ultra-high-net-worth (UHNW) individuals. With over $16 billion in assets under advisement for 436 families, the Boise-founded Registered Investment Advisor (RIA) is bringing its sophisticated investment model and specialized client services to a region experiencing a notable influx of wealth.

"We've served clients in the Denver market for many years, and we've continued to invest in a team that lives and works in the community," stated Bill Gilbert, Caprock Co-CEO, in the official announcement. "Opening a physical office in Denver is a natural next step in that commitment."

A Strategic Foothold in a Competitive Arena

The decision to establish a physical presence at 6312 S. Fiddler's Green Circle is more than a symbolic gesture; it's a calculated move into one of the country's most dynamic wealth centers. The Denver metropolitan area has become a magnet for entrepreneurs, tech innovators, and migrating wealth, creating a fertile ground for specialized financial services. This growth has not gone unnoticed, and Caprock enters a competitive landscape populated by established players like Cresset Capital, Bessemer Trust, and Mercer Advisors, all vying for the attention of the region's affluent families.

Caprock's expansion into Denver is consistent with its recent national strategy, which has included strengthening its presence in the New York metropolitan area and Chicago. This pattern suggests a deliberate focus on establishing deep roots in key economic hubs where the firm can deploy its full suite of services. The firm acts as a full-service outsourced chief investment officer (CIO) and chief financial officer (CFO) for its clients, a high-touch model that benefits from local, on-the-ground expertise.

By establishing a permanent base, Caprock aims to provide more direct support to its diverse Colorado clientele, which includes entrepreneurs, professional investors, multi-generational families, and a growing roster of professional athletes.

From Gridiron to Greenwood Village: A New Playbook for Wealth

Perhaps the most distinctive feature of Caprock's Denver launch is the team anchoring the new office. The firm is leveraging a unique blend of financial acumen and elite professional experience, notably through its recruitment of former professional athletes. The Denver office will be co-led by Director and Client Advisor Eric Osmundson, a former professional athlete who has been with the firm since 2015, and Bennie Fowler III, who joined in 2024 as Director of Strategic Development.

Fowler brings a particularly high-profile background to the world of wealth management. An eight-year NFL veteran, he is best known for his time with the Denver Broncos, where he was a member of the Super Bowl 50 championship team. He famously caught what would be quarterback Peyton Manning's final career pass—a two-point conversion that sealed the victory. Following his football career, Fowler reinvented himself as a certified executive leadership and life coach, authoring the book "Silver Spoon: The Imperfect Guide to Success" and founding a performance development consultancy.

This non-traditional expertise is central to Caprock's strategy. The firm believes that individuals like Fowler and Osmundson possess a unique understanding of the pressures, opportunities, and complex financial transitions faced by successful entrepreneurs and athletes. Their experience navigating high-stakes environments and building a career beyond sports provides a relatable and invaluable perspective for clients managing sudden wealth, legacy planning, and career pivots. Fowler's role in strategic development will focus on leveraging his network and coaching skills to build relationships and educate clients on achieving a holistic vision of long-term success that extends beyond mere financial returns.

Championing Impact Investing in a Conscious Capital

Beyond its unique talent strategy, Caprock is introducing its deep expertise in impact investing to a market that is increasingly receptive to purpose-driven finance. As a founding B-Corporation—a certification recognizing high standards of social and environmental performance, transparency, and accountability—the firm has long been a thought leader in the space. It currently advises on over $8 billion in private market investments, including private equity, venture capital, and real estate, where many opportunities for direct impact are found.

This focus aligns perfectly with trends in the Colorado philanthropic and investment community. The region is home to a robust ecosystem of foundations and family offices dedicated to deploying capital for social and environmental good. Organizations like The Denver Foundation and the Boettcher Foundation have established impact investment funds that support local initiatives in affordable housing, small business growth, and sustainability. There is a palpable and growing demand among Colorado's UHNW investors to align their portfolios with their personal values.

Caprock's arrival provides these investors with a sophisticated partner capable of sourcing and structuring complex private market and impact investments on a global scale. By combining its endowment-like investment approach with a foundational commitment to positive impact, the firm is well-positioned to meet the evolving demands of a new generation of wealth in the American West.