SourcingSourcing

CAPITA FINANCIAL NETWORK, LLC

C17
CRD 290558·SEC 801-112411·DRAPER, UT
AUM
$2.32B
$1B+
Est. Revenue
$23.2M
@ 1% on AUM
Est. EBITDA
$7.0M
@ 30% margin
Est. Deal Value
$55.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITA FINANCIAL NETWORK, LLC
CRD
290558
SEC file #
801-112411
EIN
821306760
DBA names
—

Economics

AUM
$2.32B
AUM band
$1B+
AUM trajectory
'20'26
$343.8M → $2.32B▲ +576%
Client mix
Individuals Other2,289
Individuals High Net Worth599

Operations

Employees (total)
59
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'20'26
7 advisors → 22 advisors▲ +214%
Primary office
DRAPER UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
facebook.com/thefinancialcall(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAPITA HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CAPITA HOLDINGS, LLC
CALL, ZACCARY, SPENCER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
1,858,325
Form 5500 Compensation Trajectory 3y
20251,858,325
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
1,858,325
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001761755
Edgar Registered
Yes
Edgar Filing Count
33
Edgar First Filing Date
2019-02-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001580642-26-003153

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
31
Bc Firm IAR Count
31
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity3
Edgar Addresses
Mailing
TRAVERSE RIDGE CENTER II3450 TRIUMPH BLVDLEHI, UT 84043
Business
TRAVERSE RIDGE CENTER II3450 TRIUMPH BLVDLEHI, UT 84043
Edgar EIN
821306760
Edgar Recent Filings
13F-HR2026-05-13 · 0001580642-26-003153
13F-HR2026-02-11 · 0001580642-26-000991
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (32)

32
MYERS, CASSANDRA, COSSLETT
IAR · Executive Officer · 2.5%
7265277
LITTLEDIKE, MICHAEL, BOOTH
IAR · Executive Officer · 2.5%
5917320
CALL, ZACCARY, SPENCER
IAR · Executive Officer · 2.5%
5426003
SCOTT ALFRED WATKO
Executive Officer · 2.5%
2650681
Joshua Aaron Scott
IAR
6918675
TYLER KIRT WILLIAMSON
IAR
6306823
ZACHARY ROBERT GEERTSEN
IAR
5821054
Carson Logan Strong
IAR
7978062
Tyler Lyman Schenk
IAR
7522554
Danford Jacob Nelson
IAR
7239291
William Roberts Howe
IAR
8168150
TYSON SPENCER LONG
IAR
5941865
Cristian Haymes
IAR
8184965
Elizabeth C Guerrero
IAR
8200464
Tanner Steven Smith
IAR
7376652
Alison Avery Drews
IAR
7686550
Laura Wilcox
IAR
7291486
RINAR STEWART ERICKSON
IAR
3054075
BARTON DOUGLAS WAGSTAFF
IAR
5226510
JAYSON P MCGINNIS
IAR
5426935
Tyson Conrad Williamson
IAR
7218264
TODD GORDON STORRS
IAR
4167323
Brock J. Andersen
IAR
6670149
Melanie S Tinling
IAR
8101030
RICHARD JENSEN GURR
IAR
3054070
Andrew Lincoln Angerbauer
IAR
6503771
Kimberly Jane Solomon
IAR
7814831
Joseph Albert Kent
IAR
7393502
Katherine Dishman Brinkerhoff
IAR
6061967
TIMOTHY M GOTTFREDSON
IAR
5530400
NATHAN GRAHAM CHRISTENSEN
IAR
7112196
Danielle Lewis
IAR
7251589