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 organized as an LLC and SEC-registered since 2018. The firm focuses on individual and family clients and charges fees based on a percentage of assets under management. Its business mix includes insurance brokerage alongside advisory services: financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Capita identifies as a capital allocator and is not an active ESG investor. The firm appeared on Forbes’ Top RIA Firms list in 2024.
Assets & Accounts
Public Holdings
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 34
Zachary Geertsen
Partner, Wealth AdvisorCRD 5821054
Barton Wagstaff
Partner, Wealth AdvisorCRD 5226510
Todd Storrs
Head of Wealth ManagementCRD 4167323
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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