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CAPITA FINANCIAL NETWORK, LLC
CAPITA FINANCIAL NETWORK, LLC
DRAPER, Utah
·
6 registered advisors
·
CRD# 290558
SEC# 801-112411
1
801-566-5058
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CAPITA FINANCIAL NETWORK, LLC
6 registered advisors
Britney Littledike
SANDY, Utah
CRD# 5973766
Cassandra Cosslett Myers
SANDY, Utah
CRD# 7265277
Lucas Linden Allen
SANDY, Utah
CRD# 5430071
Michael Booth Littledike
SANDY, Utah
CRD# 5917320
Scott Alfred Watko
SANDY, Utah
CRD# 2650681
Zaccary Spencer Call
SANDY, Utah
CRD# 5426003
05
Office Locations
SANDY, Utah
6 advisors
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Data sourced from SEC Form ADV filings. CAPITA FINANCIAL NETWORK, LLC (CRD# 290558) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.