Capita Financial Network, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 290558
· SEC file 801-112411
· Draper, UT
· www.facebook.com
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ADV data as of Jul 07, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 2,888
- Avg AUM / client
- $805K
- Accounts
- 7,042
- Employees
- 59
AUM over time
$217M
$2.3B
Dec 2017
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,289 | $1.0B | 43.2% |
| High net worth individuals | 599 | $1.3B | 56.8% |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Littledike, Britney | Managing Member | Sep 2006 (20y) | ≈ 28.13% – 75% via Mbl Financial Llc | |
| Michael Booth Littledike | Managing Member | Sep 2006 (20y) | ≈ 28.13% – 75% via Mbl Financial Llc | |
| Cassandra Cosslett Myers | Chief Operations Officer | Oct 2017 (9y) | Less than 5% | |
| Zaccary Spencer Call | President And Secretary | CFP | Oct 2017 (9y) | Less than 5% |
| Watko, Scott, Alfred | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Tyler Kirt Williamson | Registered representative | Feb 2018 (8y) | ||
| Barton Douglas Wagstaff | Registered representative | CFP | Apr 2018 (8y) | |
| Joshua Aaron Scott | Registered representative | Jun 2018 (8y) | ||
| Jayson P Mcginnis | Registered representative | Feb 2019 (7y) | ||
| Laura Wilcox | Registered representative | Aug 2020 (6y) | ||
| Zachary Robert Geertsen | Registered representative | CFP | Jan 2021 (6y) | |
| Rinar Stewart Erickson | Registered representative | CFP | May 2021 (5y) | |
| Tyson Spencer Long | Registered representative | CFP | Sep 2021 (5y) | |
| Timothy M Gottfredson | Registered representative | CFP | Oct 2021 (5y) | |
| Tyler Lyman Schenk | Registered representative | Mar 2022 (4y) | ||
| Tanner Steven Smith | Registered representative | Mar 2022 (4y) | ||
| Richard Jensen Gurr | Registered representative | CFP | Jul 2022 (4y) | |
| Tyson Conrad Williamson | Registered representative | Nov 2022 (4y) | ||
| Joseph Albert Kent | Registered representative | Mar 2023 (3y) | ||
| Alison Avery Drews | Registered representative | Dec 2023 (3y) | ||
| Todd Gordon Storrs | Registered representative | Jun 2024 (2y) | ||
| Katherine Dishman Brinkerhoff | Registered representative | Aug 2024 (2y) | ||
| Nathan Graham Christensen | Registered representative | Aug 2024 (2y) | ||
| Andrew Lincoln Angerbauer | Registered representative | CFP | Aug 2024 (2y) | |
| Carson Logan Strong | Registered representative | Aug 2024 (2y) | ||
| Kimberly Jane Solomon | Registered representative | Feb 2025 (1y) | ||
| Melanie S Tinling | Registered representative | May 2025 (1y) | ||
| Danford Jacob Nelson | Registered representative | Aug 2025 (1y) | ||
| William Roberts Howe | Registered representative | Sep 2025 (1y) | ||
| Cristian Haymes | Registered representative | Nov 2025 (1y) | ||
| Elizabeth C Guerrero | Registered representative | Dec 2025 (1y) | ||
| Danielle Lewis | Registered representative | May 2026 (0y) | ||
| Bradyn Haderlie | Registered representative | CFP | Jun 2026 (0y) | |
| Jordan Reed Brown | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capita Holdings, Llc | Member | Oct 2017 | A | 75% or more |
| Mbl Financial Llc | Member | Oct 2017 | B | ≈ 56.25% – 100% via Capita Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Littledike, Britney: 50% – 75% of Mbl Financial Llc × 75% – 100% of Capita Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Michael Booth Littledike: 50% – 75% of Mbl Financial Llc × 75% – 100% of Capita Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Mbl Financial Llc: 75% – 100% of Capita Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (79% of AUM) Jul 2026
- Fidelity Management Trust Company $23.1M (1% of AUM) Jul 2026
- Fidelity Managed And Research Company $23.1M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗