CAPITA FINANCIAL NETWORK, LLC
CRD #290558 SEC #801-112411 DRAPER, UT 801-566-5058
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
52
Clients
--
Accounts
5,991
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.8B | $1.8B | $0 | 52 | 0 |
| Nov 2025 | $1.8B | $1.8B | $0 | 52 | 0 |
| Nov 2025 | $1.8B | $1.8B | $0 | 52 | 0 |
| Aug 2025 | $1.8B | $1.8B | $0 | 52 | 0 |
| Jun 2025 | $1.8B | $1.8B | $0 | 52 | 0 |
| May 2025 | $1.8B | $1.8B | $0 | 52 | 0 |
| Apr 2025 | $1.8B | $1.8B | $0 | 52 | 0 |
| Mar 2025 | $1.8B | $1.8B | $0 | 52 | 0 |
| Jan 2025 | $1.5B | $1.5B | $0 | 40 | 0 |
| Dec 2024 | $1.5B | $1.5B | $0 | 40 | 0 |
| Nov 2024 | $1.5B | $1.5B | $0 | 40 | 0 |
| Oct 2024 | $1.5B | $1.5B | $0 | 40 | 0 |
| Aug 2024 | $1.5B | $1.5B | $0 | 40 | 0 |
| Apr 2024 | $1.5B | $1.5B | $0 | 40 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 40 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 40 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 31 | 0 |
| Jul 2022 | $1.2B | $1.2B | $0 | 28 | 0 |
| Jun 2022 | $1.2B | $1.2B | $0 | 28 | 0 |
| May 2022 | $1.2B | $1.2B | $0 | 28 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 28 | 0 |
| May 2021 | $822.2M | $822.2M | $0 | 19 | 0 |
| Apr 2021 | $822.2M | $822.2M | $0 | 19 | 0 |
| Sep 2020 | $566.7M | $566.7M | $0 | 16 | 0 |
| Jul 2020 | $566.7M | $566.7M | $0 | 16 | 0 |
| Jun 2020 | $566.7M | $566.7M | $0 | 16 | 0 |
| Mar 2020 | $566.7M | $566.7M | $0 | 16 | 0 |
| Jan 2020 | $343.8M | $343.8M | $0 | 13 | 0 |
| Mar 2019 | $343.8M | $343.8M | $0 | 13 | 0 |
| Nov 2018 | $316.7M | $316.7M | $0 | 6 | 0 |
| Jul 2018 | $316.7M | $316.7M | $0 | 6 | 0 |
| Jun 2018 | $316.7M | $316.7M | $0 | 6 | 0 |
| Apr 2018 | $217.1M | $217.1M | $0 | 6 | 0 |
DateDec 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients0
DateNov 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients0
DateNov 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients0
DateAug 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients0
DateJun 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients0
DateMay 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients0
DateApr 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients0
DateJan 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateDec 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateOct 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateAug 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees31
Clients0
DateJul 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients0
DateJun 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients0
DateMay 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients0
DateMay 2021
Total AUM$822.2M
Discretionary$822.2M
Non-Disc.$0
Employees19
Clients0
DateApr 2021
Total AUM$822.2M
Discretionary$822.2M
Non-Disc.$0
Employees19
Clients0
DateSep 2020
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees16
Clients0
DateJan 2020
Total AUM$343.8M
Discretionary$343.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$343.8M
Discretionary$343.8M
Non-Disc.$0
Employees13
Clients0
DateNov 2018
Total AUM$316.7M
Discretionary$316.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$316.7M
Discretionary$316.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2018
Total AUM$316.7M
Discretionary$316.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees6
Clients0