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Capita Financial Network, LLC

● SEC registered since 2018CRD 290558SEC# 801-112411Draper, UT
Export (members)
Reg. AUM
$1.85B
Employees
52
Accounts
5,991
Location
Draper, UT

Capita Financial Network, LLC assets under management

Capita Financial Network, LLC operates as an SEC-registered investment adviser based in Draper, UT. The firm has been registered since 2018. It reports $1.8 billion in regulatory assets under management and employs 52 people.

Capita Financial Network, LLC owners & executives

9 reported
NameTitleOwnershipSince
Capita Holdings, LLC ControlMemberOver 75%2017
Cassandra Cosslett Myers ControlChief Operations OfficerUnder 5%2017
Michael Booth Littledike ControlElected Manager And Chief Executive OfficerUnder 5%2017
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Frequently asked questions

How much does Capita Financial Network, LLC manage?

Capita Financial Network, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Capita Financial Network, LLC have?

Capita Financial Network, LLC reports 52 employees.

Where is Capita Financial Network, LLC located?

Capita Financial Network, LLC is based in Draper, UT and has been SEC-registered since 2018.

Does Capita Financial Network, LLC disclose fund performance?

Capita Financial Network, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14658 S. Bangerter Pkwy, Ste 300, Draper, UT 84020
Phone801-566-5058
Fax801-566-5058
Office hours9:00 a.m. - 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.85B
Non-discretionary$0
Total (RAUM)$1.85B