Capita Financial Network, LLC
Draper, UT·SEC-registered · CRD #290558
Capita Financial Network, LLC is an SEC-registered investment advisory firm in Draper, UT managing $2.3B across 7.0k client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
7.0k
Advisory staff
22
Fee model
Fee-only
How Capita Financial Network, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Capita Financial Network, LLC
How much does Capita Financial Network, LLC manage?
Per its most recent SEC Form ADV filing (03/24/2026), Capita Financial Network, LLC reports $2.3B in regulatory assets under management across roughly 7.0k client accounts.
How does Capita Financial Network, LLC charge?
Capita Financial Network, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Capita Financial Network, LLC a fiduciary?
Yes. Capita Financial Network, LLC is registered with the U.S. Securities and Exchange Commission (CRD #290558), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Capita Financial Network, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Capita Financial Network, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Capita Financial Network, LLC's public SEC Form ADV filing (CRD #290558, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Capita Financial Network, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Capita Financial Network, LLC? Claim this profile.