North Capital Agency Brokerage, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Midvale, Utah
CRD number
306775
Registered since
August 13, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joseph Anderson

    Joseph Anderson

    Chief Compliance OfficerCRD 4644204

  • Daniel Watson

    Daniel Watson

    Chief Financial OfficerCRD 7729924

Contacts

3 of 3
  • James Dowd

    James Dowd

    Founder & Managing DirectorCRD 2109413

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Linsey Harkness

    Linsey Harkness

    Managing DirectorCRD 6319295

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth