← Directory
CAPITA FINANCIAL NETWORK, LLC
CRD 290558File 801-112411
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.32B
Top 25% of cohort (national)
Discretionary AUM
$2.32B
Clients
2,888
7,042 accounts
Employees
59
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 8, 2018
- Principal office
- 14658 S. BANGERTER PKWY, STE 300, DRAPER, UT, 84020
- Phone
- 801-566-5058
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.32B
- Discretionary AUM
- $2.32B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,042
- Non-discretionary accounts
- 0
- Total accounts
- 7,042
- AUM per client
- $805K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 599 | $1.32B |
| Individuals (other than high net worth individuals) | 2,289 | $1.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.