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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2018
- Office Locations
- 2
Office Locations
About Capita Financial Network, LLC
Capita Financial Network is an SEC-registered RIA in Utah providing comprehensive financial planning and portfolio management for individuals, families, and business owners, including retirees, executives, and entrepreneurs. Focus areas include retirement income and pension decisions, tax planning, charitable giving, and business-sale planning, with portfolios commonly implemented via ETFs and mutual funds at Schwab or Fidelity. The firm also runs a client education YouTube channel.
Reported data analysis
What the numbers show
Between December 15, 2025 and August 17, 2026, reported AUM increased 25.6%, from $1.8B to $2.3B.
Across 5 reported observations, AUM increased 86.1% between July 29, 2022 and August 17, 2026, from $1.2B to $2.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 22 advisory representatives and 2,888 clients, or 131.3 clients per representative. That equates to $804.7K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Capita Financial Network, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ZACCARY SPENCER CALL
President, Secretary
- CRD
- #5426003
- Ownership
- Less than 5%
MICHAEL BOOTH LITTLEDIKE
Chief Executive Officer
- CRD
- #5917320
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Andrew Lincoln Angerbauer
Wealth Advisor
- CRD
- #6503771
Katherine Dishman Brinkerhoff
Financial Advisor
- CRD
- #6061967
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,323,963,878 | $330,015 |
| Non-Discretionary | $0 | -- |
| Total | $2,323,963,878 | $330,015 |
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Separately Managed Accounts
SMA allocation detail is available
Capita Financial Network, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2023
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Capita Financial Network, LLC's 13F holdings detail is available for Q1 2023, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.