A complete list of active advisors currently associated with Capita Financial Network, LLC

Warmer can help you find a great advisor at Capita Financial Network, LLC or one who fits your needs even better.

Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, and serves individual and high‑net‑worth clients as well as 401(k) plans and small businesses. Its offerings include tailored financial plans, separately managed accounts, model portfolio implementation, and access to private funds and fund‑of‑fund structures. The firm bases recommendations on each client’s financial plan and typically implements risk‑based model portfolios that are sub‑advised by third‑party managers (with TownSquare Capital identified as a frequent subadvisor); Capita monitors model allocations and performs account rebalancing as needed. It conducts due diligence on private fund opportunities and uses standard portfolio metrics—such as benchmark comparisons, standard deviation, beta, and upside/downside capture—while not charging performance‑based fees. Noteworthy distinctions disclosed in the brochure include that certain supervised persons are licensed insurance agents and Capita may operate under “Capita Insurance Agency,” receiving commissions on fixed annuities and life insurance, a conflict the firm addresses through disclosure and a Code of Ethics. The firm also routinely directs custody and trade execution to major custodians (e.g., Charles Schwab and Fidelity), delegates proxy administration to an independent service, and offers a class‑action recovery service that charges a 20% contingency fee.

To learn more about the advisors currently working at Capita Financial Network, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.