North Capital Agency Brokerage, LLC
Firm details
- Headquarters
- Midvale, Utah
- CRD number
- 306775
- Registered since
- August 13, 2025
Firm profile
FINTRXOverview
North Capital Agency Brokerage, LLC is organized as a limited liability company and is listed with an SEC registration year of 2025. Ownership is reported as a combination of a domestic entity and an individual. The firm's classification is recorded as unclassified. Available records indicate it is not a capital allocator and is not identified as an active ESG investor. It is also not reported to operate as a multi-state adviser, a pension consultant, or a related adviser. The snapshot lacks detail on the firm's advisory scope, fee model, client segments, and specific business activities, so there is no public description of its target clients, service offerings, or investment mandate.
Assets & Accounts
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
Owners & executives
2 of 2
Joseph Anderson
Chief Compliance OfficerCRD 4644204

Daniel Watson
Chief Financial OfficerCRD 7729924
Contacts
3 of 3
James Dowd
Founder & Managing DirectorCRD 2109413
Daniel Beaton
FinOpCRD 4240769

Linsey Harkness
Managing DirectorCRD 6319295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midvale, UT
Salt Lake
Location
Midvale, UT
Headquartered in Midvale, 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
- 623 E Fort Union Blvd
- Time zone
- MT (UTC-7)
- Office locations
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