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CAPITA FINANCIAL NETWORK, LLC

DRAPER, UT · CRD 290558 · IAPD ↗ · capitafinancial.com · 801-566-5058

$2.32BRegulatory AUM
22Advisory reps
59Employees
0Clients
More than 500Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — CAPITA FINANCIAL NETWORK, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
September 2026 — CAPITA FINANCIAL NETWORK, LLC notice-filed in IN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2026 — CAPITA FINANCIAL NETWORK, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2026 — CAPITA FINANCIAL NETWORK, LLC notice-filed in GA, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — CAPITA FINANCIAL NETWORK, LLC reported RAUM up 26% ($1.85B -> $2.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
January 2026 — CAPITA FINANCIAL NETWORK, LLC notice-filed in PA, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
December 2025 — CAPITA FINANCIAL NETWORK, LLC notice-filed in MI, MN, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — CAPITA FINANCIAL NETWORK, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2025 — CAPITA FINANCIAL NETWORK, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
May 2025 — CAPITA FINANCIAL NETWORK, LLC notice-filed in LA, NH, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — CAPITA FINANCIAL NETWORK, LLC reported RAUM up 27% ($1.46B -> $1.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — CAPITA FINANCIAL NETWORK, LLC grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2025 — CAPITA FINANCIAL NETWORK, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — CAPITA FINANCIAL NETWORK, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
November 2024 — CAPITA FINANCIAL NETWORK, LLC moved its main office from SANDY, UT to DRAPER, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
30
September 2024 — CAPITA FINANCIAL NETWORK, LLC changed its website from capitafinancialnetwork.com to capitaonline.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
September 2024 — CAPITA FINANCIAL NETWORK, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — CAPITA FINANCIAL NETWORK, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — CAPITA FINANCIAL NETWORK, LLC notice-filed in HI, MO, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — CAPITA FINANCIAL NETWORK, LLC reported RAUM up 26% ($1.16B -> $1.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — CAPITA FINANCIAL NETWORK, LLC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.