Sandy, UT Office

Team
Updated today

Client AUM

$2,323,963,878

Clients

2,888

Advisors

4

Of 36 advisors across 2 offices

Location

9980 South 300 West Ste 140

Sandy UT 84070

Advisors at this office

4

Advisors at this office

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Zaccary C

CFP®, Series 63, Series 66

Sandy, UT

Capita Financial Network, LLC

Zaccary Call is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Capita Financial Network, LLC since 2018. Prior to joining Capita, he worked at Allegis Investment Advisors from 2015 to 2018. He maintains personal business entities for tax purposes that do not involve investment activities. Capita Financial Network serves individuals, including retirees and those planning for retirement, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm utilizes risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
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Tyler W

Series 65

Sandy, UT

Capita Financial Network, LLC

Tyler Williamson is a financial advisor at Capita Financial Network, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Capita since 2018, following prior roles at Allegis Investment Advisors, LLC and MBL Financial. Williamson is also the owner of TKW Financial LLC, a personal business entity. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses, providing financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment goals.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
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Michael L

Series 65

Sandy, UT

Capita Financial Network, LLC

Michael Littledike is a financial advisor at Capita Financial Network, LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at Capita since 2018, following five years at Allegis Investment Advisers, LLC (formerly Bowengroup Advisors LLC). Outside of his advisory work, he serves as president of two personal, non-investment-related businesses, MBL Financial and The Riv LLC. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm uses risk-based model portfolios and primarily recommends third-party subadvisors to manage client investments, tailoring advice to each client’s financial plan and objectives.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
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Richard G

CFP®, Series 63, Series 66

Sandy, UT

Capita Financial Network, LLC

Richard Gurr is a CFP® with 27 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors since 2018 and has been with Fidelity Investments since 2007. Capita Financial Network serves individuals, retirees, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm uses risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
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