Key Takeaways
- • Caprock, a multi-family office RIA, opened its 10th U.S. office in Denver on April 16, 2026, marking expansion into the Colorado market with a physical presence in Greenwood Village.
- • The firm currently manages more than $16 billion in assets for 436 ultra-high-net-worth families, positioning the Denver office as a strategic hub for continued growth in the region.
- • The Denver office will be anchored by Eric Osmundson (Director and Client Advisor, with Caprock since 2015) and Bennie Fowler III (Director of Strategic Development, former NFL wide receiver who joined in 2024), targeting entrepreneurs, professional athletes, impact investors, and generational wealth families.
- • The expansion reflects Caprock's multi-year commitment to the Denver market, with leadership emphasizing that the physical office formalizes existing client relationships and supports ongoing advisor recruitment in Colorado.
Summary
Caprock, a multi-family office Registered Investment Advisor serving ultra-high-net-worth clients, announced the opening of its Denver office on April 16, 2026, representing the firm's 10th domestic location. The office, located at 6312 S. Fiddler's Green Circle in Greenwood Village, expands Caprock's footprint as part of an ongoing national growth strategy.
According to Bill Gilbert, Caprock Co-CEO, the Denver expansion reflects the firm's long-standing relationship with Colorado-based clients. "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," Gilbert stated. "Opening a physical office in Denver is a natural next step in that commitment." The office will serve a diverse client base spanning entrepreneurs, professional investors, impact investors, professional athletes, and generational wealth families.
The Denver operation will be anchored by two senior advisors with complementary backgrounds. Eric Osmundson, Director and Client Advisor, is a former professional athlete who has been with Caprock since 2015 and specializes in serving entrepreneurs, families, athletes, and foundations. Bennie Fowler III, Director of Strategic Development, is a certified executive leadership and life coach and former NFL wide receiver who joined Caprock in 2024, leveraging his athletic background to support entrepreneurs and athletes navigating wealth management.
Caprock's expansion occurs against the backdrop of significant asset growth, with the firm currently managing more than $16 billion in assets across a client base of 436 families. The Denver office positions the firm to capture additional market share in the Mountain West region while formalizing and accelerating service delivery to an established client base in Colorado.
According to Bill Gilbert, Caprock Co-CEO, the Denver expansion reflects the firm's long-standing relationship with Colorado-based clients. "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," Gilbert stated. "Opening a physical office in Denver is a natural next step in that commitment." The office will serve a diverse client base spanning entrepreneurs, professional investors, impact investors, professional athletes, and generational wealth families.
The Denver operation will be anchored by two senior advisors with complementary backgrounds. Eric Osmundson, Director and Client Advisor, is a former professional athlete who has been with Caprock since 2015 and specializes in serving entrepreneurs, families, athletes, and foundations. Bennie Fowler III, Director of Strategic Development, is a certified executive leadership and life coach and former NFL wide receiver who joined Caprock in 2024, leveraging his athletic background to support entrepreneurs and athletes navigating wealth management.
Caprock's expansion occurs against the backdrop of significant asset growth, with the firm currently managing more than $16 billion in assets across a client base of 436 families. The Denver office positions the firm to capture additional market share in the Mountain West region while formalizing and accelerating service delivery to an established client base in Colorado.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.