Chief Operations Officer · Capita Financial Network, LLC
Cassandra C. Myers
CRD 7265277 · Named on Form ADV at one SEC-registered adviser
At a glance
Capita Financial Network, LLC, an SEC-registered wealth manager based in Draper, UT with $2.3 billion in regulatory assets, lists Cassandra C. Myers on its Form ADV as Chief Operations Officer, a control person.
Firms and roles
- Capita Financial Network, LLCChief Operations OfficerWealth manager · Draper, UT · $2.3B in regulatory assets
AtlasMembers
Cassandra’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michael B. LittledikeElected Manager and Chief Executive Officer, Capita Financial Network, LLC
- Zaccary S. CallPresident and Secretary, Capita Financial Network, LLC
- Scott A. WatkoChief Compliance Officer, Capita Financial Network, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cassandra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.