Venturi Private Wealth has joined Caprock

Strengthening the resources, talent, and capabilities available to families with complex wealth.

This combination brings together two independent, fee-only fiduciary firms with a shared commitment to putting clients first. For Venturi clients, the advisory relationships you value will continue. You will keep working with the same advisor and service team, advisory fees are not expected to change, and client assets will remain with their current custodians. As part of Caprock, you will gain access to a deeper menu of investments, analytical tools, technology and expertise designed to support affluent families with complex wealth.

Same advisor and service team
Independent, fee-only fiduciary approach
Broader investment and family office resources
Austin and Oklahoma City offices continuing as part of Caprock

Read the full announcement.

Welcome, Venturi Private Wealth clients. As we move through this transition, your advisor and service team will continue to guide you and remain your primary point of contact. You can access your account directly using the link below.

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At Caprock, you will find an independent, fee-only fiduciary firm focused on serving ultra-high-net-worth families with personal advice, sophisticated investment capabilities, thoughtful planning across generations, and complete alignment with our clients.

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Do you have a question for Caprock or the Venturi Wealth team?

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“We’re excited to welcome Venturi Private Wealth to Caprock. We share a lot in common—most importantly, a deep commitment to clients and their families. Together, we bring more resources while keeping the personal, thoughtful advice clients expect from us.”

— Bill Gilbert
Caprock Co-Founder & Co-CEO

“At Venturi, we are confident that joining Caprock is a true no-excuses solution for our clients. This step lets us keep cherished relationships front and center while unlocking powerful new resources and capabilities for the families we are so honored to serve.”

— Russ Norwood
Venturi Co-Founder & CEO

“This combination reflects the kind of firm we are building at Caprock: deeply client-centered, intellectually rigorous, and positioned for the future. Venturi brings a strong team and shared values, and together we have an opportunity to strengthen the experience we deliver to families with complex wealth.”

— Greg Brown
Caprock Co-Founder & Co-CEO

“Joining Caprock is the natural next chapter in our Oklahoma team’s commitment to doing the right thing for our client families. We are bringing an elite, national platform directly to Oklahoma City, ensuring clients have the resources to manage complex wealth across generations.”

— Joey Sager
Venturi Managing Director Oklahoma City

Awards & Recognitions

We are proud to serve high-net-worth individuals and families through our award-winning multi-family office.

Barron’s Top 100 RIA Firms

2022 • 2023 • 2024 • 2025• 2026

Financial Advisor Magazine America’s Top RIA Firms Annual Survey

2023 • 2024 • 2025

Wealth Solutions Report Exemplar Awards Family Office of the Year

2024

USA Today Best Financial Advisory Firms

2024 • 2025