CAPITA FINANCIAL NETWORK, LLC

14658 S. Bangerter Pkwy
Ste 300
Draper, Utah 84020
Tel: 801-566-5058

About CAPITA FINANCIAL NETWORK, LLC

CAPITA FINANCIAL NETWORK, LLC, formally registered with the SEC as CAPITA FINANCIAL NETWORK, LLC. The firm was established in 02/08/2018. They have over 2 offices throughout the country.

CAPITA FINANCIAL NETWORK, LLC is a Draper, Utah based Financial Planning firm with nearly $1,461,172,171 assets under management, offering retirement planning & investment advisory services to 4976 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290558
SEC#	801-112411
Assets Managed by Firm	$1,461,172,171
No. of Clients	4976
No. of Advisors	40

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4976	$1,461,172,171
Individuals (other than high net worth individuals)	1917	$784,750,408
High net worth individuals	338	$676,421,763

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