Wealth Manager
    Manages Private Funds

    Capita Financial Network, LLC

    Registered investment advisor · Draper, Utah · CRD #290558

    Assets Under Management
    $2.3B
    Client Accounts
    7,042
    Employees
    59
    CRD Number
    290558
    Registration
    BOTH Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Management & Research Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capita Financial Network, LLC

    Capita Financial Network, LLC is a registered investment advisory firm based in Draper, Utah, offering financial planning and wealth management services. It has a strong reputation and multiple office locations.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capita Financial Network, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Capita Financial Network, LLC's AUM?

    Capita Financial Network, LLC reports approximately $2.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capita Financial Network, LLC headquartered?

    Capita Financial Network, LLC is headquartered in Draper, Utah.

    What is Capita Financial Network, LLC's CRD number?

    Capita Financial Network, LLC's CRD number is 290558. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capita Financial Network, LLC manage?

    Capita Financial Network, LLC manages approximately 7,042 client accounts according to its latest SEC filing.

    Is Capita Financial Network, LLC SEC registered?

    Capita Financial Network, LLC is registered as a BOTH investment adviser.

    Similar advisors in Utah

    Bridge Investment Group
    Sandy, UT · $49.3B AUM
    Wasatch Advisors LP
    Salt Lake City, UT · $23.3B AUM
    Townsquare Capital, LLC
    Lehi, UT · $18.1B AUM
    Soltis Investment Advisors, LLC
    St. George, UT · $12B AUM
    Cynosure Group, LLC
    Salt Lake City, UT · $9.8B AUM
    Westwood Global Investments
    Park City, UT · $9.5B AUM
    See all top RIA firms in Utah →

    Research firms like Capita Financial Network, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial