Capita Financial Network, LLC

RIASEC RegisteredEst. 2018

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$330K

Accounts

7,042

Employees

Advisory reps

Firm details

Headquarters: Draper, Utah
CRD number: 290558
Registered since: February 8, 2018
Website: www.capitafinancialnetwork.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI56.75%
Individuals43.25%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Capita Financial Network, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm serves individual and family clients and operates both as an investment adviser and an insurance broker. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of outside managers, and client education through seminars and workshops. Capita describes itself as a capital allocator, placing client capital with third-party managers when appropriate. The firm charges fees based on a percentage of assets under management and does not present itself as an ESG-focused investor. Capita was listed among Forbes' Top RIA Firms in 2024.