Capita Financial Network LLC

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Assets, Funds, Holdings

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CAFR Data
Capita Financial Network LLC
CRD #290558
SEC #801-112411
CIK #
AUM $566.7 MM (61% Disc, 100% US, 2020-03-31)
Employees13 (54% Investors, 0% Brokers)
Phone801-566-5058
Address9980 South 300 West
Sandy, UT 84070
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
57045634222811402010201320172021
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
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