# Capita Financial Network

Capita Financial Network is a RIA based in Utah, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Utah, United States
- **Region:** North America
- **Address:** Sandy, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** capitafinancialnetwork.com
- **LinkedIn:** https://www.linkedin.com/company/capita-financial-network

## Regulatory record

- **CRD number:** 290558
- **SEC file number:** 801-112411
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290558

## About

Capita Financial Network was established in 2008 and operates as a US wealth manager and registered investment advisor. It provides investment advisory services, financial planning, portfolio management, estate planning, income planning, and tax planning. The firm serves individuals, trusts, estates, high-net-worth individuals, 401k plans, and small businesses. Available records contain no information on additional offices, team size, or operational events in the past 24 months.

## Sectors

- Wealth Management

## Questions

### What services does Capita Financial Network provide?

The firm offers investment advisory, financial planning, portfolio management, estate planning, income planning, and tax planning.

### Which clients does Capita Financial Network serve?

It advises individuals, trusts, estates, high-net-worth individuals, 401k plans, and small businesses.

## Related profiles

- [Capital 2B](https://altss.com/profile/capital-2b)

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Last updated: 2026-07-11T16:18:03.000Z

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