Capita Financial Network, LLC

$2.32BAssets under management
as of Sep 2026 · SEC Form ADV
Draper, UT
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Tech stack

No one at Capita Financial Network, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Capita Financial Network, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $122M held · filed Dec 2024
Portfolio Management