North Capital Agency Brokerage, LLC
Firm details
- Headquarters
- Midvale, Utah
- CRD number
- 306775
- Registered since
- August 13, 2025
Firm profile
FINTRXOverview
North Capital Agency Brokerage, LLC is organized as a limited liability company and is shown as SEC-registered in 2025. The firm is listed with an owner type described as a domestic entity and individual, and its regulatory classification is recorded as unclassified. The snapshot data flags the firm as not serving as a capital allocator and not identifying as an active ESG investor. It is not listed as a multistate adviser, a pension consultant, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Daniel Watson
Chief Financial OfficerCRD 7729924
Joseph Anderson
Chief Compliance OfficerCRD 4644204
Contacts
3 of 3
Daniel Beaton
FinOpCRD 4240769
James Dowd
Founder & Managing DirectorCRD 2109413
Linsey Harkness
Managing DirectorCRD 6319295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midvale, UT
Salt Lake
Location
Midvale, UT
Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 623 E Fort Union Blvd
- Time zone
- MT (UTC-7)
- Office locations
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