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CAPITA FINANCIAL NETWORK, LLC
CRD 290558 · SEC 801-112411
14658 S. BANGERTER PKWY, STE 300, DRAPER, UT, 84020, United States
Phone
801-566-5058
Fax
801-566-5058
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.32B
Discretionary AUM
$2.32B
Team
59 total employees; 22 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2289 | $1.01B |
| High net worth individuals | 599 | $1.32B |
States served
AZ, CA, CO, GA, ID, IL, IA, LA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WY, MO, WA, TX, NH, HI, FL, SD
All web addresses on file
- https://www.facebook.com/thefinancialcall/
- http://www.capitafinancialnetwork.com
- https://www.facebook.com/CapitaFinancialNetwork/
- https://www.linkedin.com/company/capita-financial-network
- https://thefinancialcall.com
- https://www.instagram.com/capita_financial/?hl=en
- https://www.instagram.com/zaccmoneyeducation/
- https://www.youtube.com/channel/UCEVja2rDWYIJURrWahruyIw
- https://www.youtube.com/@Women.And.Wealth
Official SEC filing: View on IAPD