Kellianne Renee Barrow
Investment Adviser Representative at THE Caprock Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kellianne Renee Barrow is an investment adviser representative with The Caprock Group, LLC in San Jose, CA, where they have been registered since 2021, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Caprock GroupJul 2021 – no end date reportedSan Jose, CA
- Baxter & AssociatesJan 2018 – Jul 2021San Jose, CA
- Beeline GroupJun 2017 – Jan 2018Jacksonville, FL
- Lake Avenue ChurchJan 2016 – Apr 2017Pasadena, CA
- Azusa Pacific UniversityAug 2015 – May 2017Azusa, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Caprock Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Boise, ID
- SEC file number:
- 801-61642
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 7, 2026
View full firm profileOther advisors at THE Caprock Group, LLC
Showing 12 of 47 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kellianne Renee Barrow has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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