Sandy, UT Office

Team
Updated today
Capita Financial Network, LLC logo

Capita Financial Network, LLC

Multi-team

Firm-wide stats for Capita Financial Network, LLC

Total advisors

38

Across 2 offices

Clients per advisor

76 High

Avg AUM per client

$804,697 Typical

HNW client ratio

21% Typical

About

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.

Based on Capita Financial Network, LLC

Expertise

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

Based on Capita Financial Network, LLC

Demographic focus

Approaching retirement Retired

Based on Capita Financial Network, LLC

Location

9980 South 300 West Ste 140

Sandy UT 84070

Advisors at this office

4

Advisors at this office

user avatar

Zaccary C

CFP®, Series 63, Series 66

Sandy, UT

Capita Financial Network, LLC

Zaccary Call is a CFP® with 19 years of industry experience, currently serving as an advisor at Capita Financial Network, LLC since 2018. His prior experience includes roles at Allegis Investment Advisors and Fidelity. Outside of his advisory work, he maintains interest in personal business activities unrelated to investment management. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, as well as high-net-worth clients, 401(k) plans, and small businesses. The firm uses tailored financial plans and risk-based model portfolios sub-advised by third-party managers, conducting due diligence on private funds and employing standard portfolio performance metrics.

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

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
user avatar

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
user avatar

Richard G

CFP®, Series 63, Series 66

Sandy, UT

Capita Financial Network, LLC

Richard Gurr is a CFP® with 28 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors from 2018 to 2022 and has been with Fidelity Investments since 2007. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm offers tailored financial plans, separately managed accounts, and access to private funds, implementing risk-based model portfolios that are sub-advised by third-party managers.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
View complete list of advisors at this office
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