Capita Financial Network LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Capita Financial Network LLC
CRD #290558
SEC #801-112411
AUM $566.7 MM (61% Disc, 100% US, 2020-03-31)
Employees13 (54% Investors, 0% Brokers)
Address9980 South 300 West
Sandy, UT 84070
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Lucid Advisors Inc
WA 0.6
Brookstreet Securities Corporation
CA 0.6
The Patriot Financial Group Insurance Agency LLC
MA 0.6
MV Capital Management Inc
MD 0.6
Capsouth Partners Inc
AL 0.6
Tuckernuck Partners Inc
MA 0.6
Coastal Investment Advisors Inc
DE 0.6
Navy Federal Brokerage Services LLC
VA 0.6
Sanders Morris Harris LLC
TX 0.6
Massmutual Trust Co FSB
CT 0.6
Terms of Service | Privacy Policy | User Guide