Capita Financial Network, LLC
Firm details
- Headquarters
- Draper, Utah
- CRD number
- 290558
- Registered since
- February 8, 2018
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.75%
- Individuals43.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capita Financial Network, LLC is an independent registered investment adviser that focuses on individual and family clients. The firm is SEC-registered (since 2018) and operates as a capital allocator that combines fee-based portfolio management and financial planning with insurance brokerage capabilities. Its advisory services include portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. Capita charges fees as a percentage of assets under management and is not characterized as an active ESG investor or a multi-state adviser. The firm was named a Top RIA by Forbes in 2024.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities24%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3
Michael Littledike
Founder and CEOCRD 5917320
Cassandra Myers
Managing Partner, CCO and COOCRD 7265277
Scott Watko
Chief Compliance OfficerCRD 2650681
Contacts
3 of 32
Melanie Tinling
Relationship ManagerCRD 8101030
Kimberly Solomon
Financial AnalystCRD 7814831
Nathan Christensen
Wealth AdvisorCRD 7112196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Draper, UT
Salt Lake
Location
Draper, UT
Headquartered in Draper, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 14658 S Bangerter Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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