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Mark Evan Mitchell

CAPROCK CAPITAL, LLC·PLANO, Texas
Unclaimed Profile
7800 N. DALLAS PARKWAY, PLANO, TX 75024CRD# 2485503Firm CRD# 142433
01

About

Mark Evan Mitchell is a registered financial advisor based in PLANO, Texas, affiliated with CAPROCK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAPROCK CAPITAL, LLC
CAPROCK CAPITAL, LLC
AUM
$1M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAPROCK CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2485503
Firm CRD# 142433
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Evan Mitchell offer?
Mark Evan Mitchell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
What are Mark Evan Mitchell's credentials?
Mark Evan Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Evan Mitchell located?
Mark Evan Mitchell is based in PLANO, Texas, working with CAPROCK CAPITAL, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Mark Evan Mitchell charge for services?
Mark Evan Mitchell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPROCK CAPITAL, LLC?
CAPROCK CAPITAL, LLC has approximately 3 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLANO
Travis David Carter — INSIGHT WEALTH PARTNERS, LLCDavid Scott Dryden — INSIGHT WEALTH PARTNERS, LLCWayne (none) Smith — INSIGHT WEALTH PARTNERS, LLCMichael Chad Lowe — INSIGHT WEALTH PARTNERS, LLCJennifer Page Pustmueller — CAPROCK CAPITAL, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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