Overview
Assets Under Management: $1.8 billion
Headquarters: DRAPER, UT
High-Net-Worth Clients: 458
Average Client Assets: $2 million
Frequently Asked Questions
CAPITA FINANCIAL NETWORK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290558), CAPITA FINANCIAL NETWORK, LLC is subject to fiduciary duty under federal law.
CAPITA FINANCIAL NETWORK, LLC is headquartered in DRAPER, UT.
CAPITA FINANCIAL NETWORK, LLC serves 458 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, CAPITA FINANCIAL NETWORK, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAPITA FINANCIAL NETWORK, LLC manages $1.8 billion in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, CAPITA FINANCIAL NETWORK, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 458
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,991
Discretionary Accounts: 5,991
Regulatory Filings
CRD Number: 290558
Filing ID: 2034126
Last Filing Date: 2025-12-15 18:03:28
Website: 1