|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Capita Financial Network LLC
✚
|
|
|---|---|
| CRD # | 290558 |
| SEC # | 801-112411 |
| CIK # | 0001758171 |
| AUM | $1.8 B (2025-06-23) |
| Employees | 52 (42% Investors, 0% Brokers) |
| Phone | 801-566-5058 |
| Address | 14658 S Bangerter Pkwy Draper, UT 84020 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001758171 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,103 | 879.6 |
| (b) Individuals (high net worth individuals) | 458 | 970.0 |
| (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 | 5,991 | 1,849.6 |
| By Discretionary | ||
| Discretionary | 5,991 | 1,849.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,991 | 1,849.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,849.6 | |
| Total | 5,991 | 1,849.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001758171] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Financial Advisors LLC
✚
|
VA | 1.9 |
|
Fiduciary Alliance LLC
✚
|
SC | 1.9 |
|
Stack Financial Management Inc
✚
|
MT | 1.9 |
|
Retirement Plan Advisors LLC
✚
|
IL | 1.9 |
|
Everhart Financial Group Inc
✚
|
OH | 1.9 |
|
Alphastar Capital Management LLC
✚
|
NC | 1.8 |
|
AXIA Advisory Corp
✚
|
IN | 1.8 |
|
Capitol Securities Management Inc
✚
|
VA | 1.8 |
|
PDS Planning Inc
✚
|
OH | 1.8 |
|
First Heartland Consultants Inc
✚
|
MO | 1.8 |