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| Keyboard |
| Capita Financial Network LLC
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|---|---|
| CRD # | 290558 |
| SEC # | 801-112411 |
| CIK # | 0001758171 |
| AUM | 2,324.0 M (2026-03-24) |
| Employees | 59 (37% Investors, 0% Brokers) |
| Phone | 801-566-5058 |
| Address | 14658 S Bangerter Pkwy Draper, UT 84020 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,289 | 1.0 |
| (b) Individuals (high net worth individuals) | 599 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,042 | 2.3 |
| By Discretionary | ||
| Discretionary | 7,042 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,042 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 7,042 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001758171] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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