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).

Current Firm Details
9980 South 300 West, Ste 140, Sandy, UT 84070
http://www.capitaonline.com
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 11 - 16 of 16 top financial advisors.
11
Brock Andersen, financial advisor Sandy UT
Brock J. Andersen
CRD#: 6670149
9980 South 300 West, Ste 140, Sandy, UT 84070

Brock Andersen (CRD# 6670149) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 7 years of experience in the finance industry.

12
Joseph Kent, financial advisor Sandy UT
Joseph A. Kent
CRD#: 7393502
9980 South 300 West, Ste 140, Sandy, UT 84070

Joseph Kent (CRD# 7393502) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 2 years of experience in the finance industry.

13
Cassandra Myers, financial advisor Sandy UT
Cassandra C. Myers
CRD#: 7265277
9980 South 300 West, Ste 140, Sandy, UT 84070

Cassandra Myers (CRD# 7265277) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 3 years of experience in the finance industry.

14
Tyler Schenk, financial advisor Sandy UT
Tyler L. Schenk
CRD#: 7522554
9980 South 300 West, Ste 140, Sandy, UT 84070

Tyler Schenk (CRD# 7522554) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 2 years of experience in the finance industry.

15
Tanner Smith, financial advisor Sandy UT
Tanner S. Smith
CRD#: 7376652
9980 South 300 West, Ste 140, Sandy, UT 84070

Tanner Smith (CRD# 7376652) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 2 years of experience in the finance industry.

16
Laura Wilcox, financial advisor Sandy UT
Laura Wilcox
CRD#: 7291486
9980 South 300 West, Ste 140, Sandy, UT 84070

Laura Wilcox (CRD# 7291486) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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