Capita Financial Network, LLC

Capita Financial Network, LLC (CRD# 290558) is a financial advisory firm headquartered in Sandy, UT. They manage $1,461,172,171 in 4,976 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,461
    MILLION
  • Total Number of Accounts
    4,976
    ACCOUNTS
  • Average Account Value
    $293,644
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, ID, MO, NC, NE, NV, OR, TX, UT, VA, WA, WY

Financial Advisors at Capita Financial Network, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Zaccary S. Call
CRD#: 5426003
9980 South 300 West, Suite 140, Sandy, UT 84070

Zaccary Call (CRD# 5426003) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 16 years of experience in the finance industry.

2
Rinar S. Erickson
CRD#: 3054075
9980 South 300 West, Ste 140, Sandy, UT 84070

Rinar Erickson (CRD# 3054075) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 25 years of experience in the finance industry.

3
Zachary R. Geertsen
CRD#: 5821054
9980 South 300 West, Ste 140, Sandy, UT 84070

Zachary Geertsen (CRD# 5821054) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 13 years of experience in the finance industry.

4
Timothy M. Gottfredson
CRD#: 5530400
9980 South 300 West, Ste 140, Sandy, UT 84070

Timothy Gottfredson (CRD# 5530400) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 15 years of experience in the finance industry.

5
Michael B. Littledike
CRD#: 5917320
9980 South 300 West, Suite 140, Sandy, UT 84070

Michael Littledike (CRD# 5917320) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 12 years of experience in the finance industry.

6
Tyson S. Long
CRD#: 5941865
9980 South 300 West, Ste 140, Sandy, UT 84070

Tyson Long (CRD# 5941865) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 12 years of experience in the finance industry.

7
Jayson P. McGinnis
CRD#: 5426935
9980 South 300 West, Ste 140, Sandy, UT 84070

Jayson McGinnis (CRD# 5426935) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 16 years of experience in the finance industry.

8
Joshua A. Scott
CRD#: 6918675
9980 South 300 West, Ste 140, Sandy, UT 84070

Joshua Scott (CRD# 6918675) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 6 years of experience in the finance industry.

9
Barton D. Wagstaff
CRD#: 5226510
9980 South 300 West, Ste 140, Sandy, UT 84070

Barton Wagstaff (CRD# 5226510) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 11 years of experience in the finance industry.

10
Tyler K. Williamson
CRD#: 6306823
9980 South 300 West, Suite 140, Sandy, UT 84070

Tyler Williamson (CRD# 6306823) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 8 years of experience in the finance industry.

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