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, SEC-registered advisory firm formed as an LLC in 2018. It positions itself as a fee-based wealth manager for individuals and families, charging a percentage of assets under management and acting as a capital allocator for client capital. The firm also operates as an insurance broker and provides financial planning, portfolio management for individuals and small businesses, manager selection services, and educational seminars and workshops. Capita is not flagged as an active ESG investor and its registration activity is domestic rather than multi-state. The firm was listed among Forbes’ Top RIA Firms in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
2 of 2CASSANDRA MYERS
Managing Partner, CCO and COOCRD 7265277
SCOTT WATKO
Chief Compliance OfficerCRD 2650681
Contacts
3 of 29Melanie 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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