Capita Financial Network, LLC

Overview

Capita Financial Network, LLC is an SEC registered investment adviser based in Draper, UT, registered since 2018. It reports $2.3B in assets under management across 7,042 accounts, with 59 employees. It has 36 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

100%

Accounts

7,042

Average account

$33K

Employees

59

Advisory reps

36

Registered since

2018

Jurisdictions

34

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Michael Booth Littledike Elected Manager, President, Chief Executive Officer CRD 5917320
• Cassandra Cosslett Myers Chief Operating Officer CRD 7265277
• Scott Alfred Watko Chief Compliance Officer CRD 2650681

1 more executive officer, with direct contact details

Advisory reps 3 of 36

• Andrew Lincoln Angerbauer Insurance Agent · Investment Adviser Rep CRD 6503771
• Katherine Dishman Brinkerhoff Insurance Agent · Investment Adviser Rep CRD 6061967
• Jordan Reed Brown Insurance Agent · Investment Adviser Rep CRD 5814280

33 more advisory reps, with emails, phones and branch locations

Location

Headquarters

14658 S Bangerter Pkwy Ste 300
Draper, UT 84020

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 34 jurisdictions
• Website: capitafinancial.com

Every state, with registration dates

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