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 as having both a domestic-entity and an individual ownership interest. The firm is shown as having registered with the SEC in 2025. Its classification in the dataset is "unclassified," and several functional flags are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The profile does not include descriptions of advisory or business activities, so there is no detail here about client types, strategy focus, or service offerings.

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
  • Daniel Watson

    Chief Financial OfficerCRD 7729924

  • JOSEPH ANDERSON

    Chief Compliance OfficerCRD 4644204

Contacts

3 of 3
  • Daniel Beaton

    FinOpCRD 4240769

  • JAMES DOWD

    Founder & Managing DirectorCRD 2109413

  • LINSEY HARKNESS

    Managing DirectorCRD 6319295

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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