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Capita Financial Network, LLC

Capita Financial Network, LLC. CRD 290558

Capita Financial Network, LLC logo

CRD: 290558

Capita Financial Network, LLC

Draper, UT, 84020
8015665058
www.capitafinancialnetwork.com
$2.3B Total AUM
$2.3B Disc. AUM
26.0% 3Y CAGR
59 Employees
2,888 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
02-08-2018
Office Locations
2

Office Locations

14658 S. Bangerter Pkwy STE 300 Draper UT
9980 South 300 West STE 140 Sandy UT

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.

Team overview

34 AVG AGE
$105.6M AVG AUM / ADVISOR
$804.7K AVG AUM / CLIENT
3.7 yrs AVG TENURE
59 Employees
22 Advisory Reps
22 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Momentum Peak Oak prime Matrix delta North quantum

Client Personas

Ridge Eagle Ridge

CRM

Catalyst

Custodian

Matrix Matrix Atlas Insight Focus summit

Investment Themes

Frontier Ember meridian Vital

Investment Vehicles

Value

Platform

Eagle Peak crest

Services

Beacon alpha Glacier summit Prime Summit Signal Legacy Catalyst Radial crest Foundation alpha Oak

Owner & Executives

ZACCARY SPENCER CALL

ZACCARY SPENCER CALL

President, Secretary

CRD
#5426003
Ownership
Less than 5%
(547) 256-2105
summit.radial@glaciercapital.com
in linkedin.com/in/harbor-delta
MICHAEL BOOTH LITTLEDIKE

MICHAEL BOOTH LITTLEDIKE

Chief Executive Officer

CRD
#5917320
Ownership
Less than 5%
(925) 911-6476
timber.wave@capitalcapital.com
in linkedin.com/in/crest-wave
B

Bridge pathway

Meridian north radial

CRD
#19052
Ownership
23.7%
(284) 483-1781
insight.glacier@focuscapital.com
in linkedin.com/in/summit-glacier

Showing 2 of 4 owners & executives

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Contacts

Andrew Lincoln Angerbauer

Andrew Lincoln Angerbauer

Wealth Advisor

CRD
#6503771
(480) 312-7075
horizon.value@frontiercapital.com
in linkedin.com/in/vector-oak
Katherine Dishman Brinkerhoff

Katherine Dishman Brinkerhoff

Financial Advisor

CRD
#6061967
(812) 824-4075
element.wave@northcapital.com
in linkedin.com/in/capital-frontier
B

Bridge oak

Insight alpha beacon

CRD
#88746
(707) 392-8762
summit.catalyst@wavecapital.com
in linkedin.com/in/glacier-optima

Showing 2 of 33 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-29-2022
03-16-2023
12-16-2024
12-15-2025
03-24-2026
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

Total SMA Asset: $2,323,963,878

$2.3B Total SMA
Public Funds:
5.4%
Equity - Exchange:
19.7%
Cash:
30.1%
Corporate - Investment Grade:
25.6%
Municipal Bonds:
11.3%
U.S. Government/Agency:
7.9%
Asset class Assets Assets %
Public Funds $56,717,991 5.4%
Equity - Exchange $206,915,633 19.7%
Cash $316,150,282 30.1%
Corporate - Investment Grade $268,885,289 25.6%
Municipal Bonds $118,687,647 11.3%
U.S. Government/Agency $82,976,320 7.9%
Total $1,050,333,162 100.0%

13F Holdings | Q1 2023

Issuer Class Cusip Ticker % Value
LEGACY PIONEER FOCUS PATHWAY LEGACY 0I9IXTP2A QNEXS 5.71% $75,250,685
TIMBER NORTH ZENITH FRONTIER 4KI5M7ALY UJUB 1.51% $102,275,487
RIDGE MERIDIAN FOUNDATION BRIDGE CCKJTK8ZJ OWOG 11.48% $98,321,329
UNISON TIMBER INSIGHT BEACON IW74HIXLJ PUZY 7.31% $105,245,134
ALPHA OAK MOMENTUM DELTA VITAL VHYB7CTDJ MMI 9.12% $99,136,319
FUSION PRIME CATALYST OAK TIMBER ZLLH1H62Y CRK 10.20% $11,427,684
MOMENTUM HORIZON UNISON NORTH PRIME TYJVB1U4W HIU 4.68% $19,437,888
FUSION PEAK SIGNAL HARBOR BEACON RXBCQ9T21 BQM 4.18% $107,122,149

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