Tyson
Williamson

Capita Financial Network, LLC

CRD#7218264
Investment Advisor
in Sandy, UT

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About this Advisor

Tyson Williamson is a financial advisor working in Sandy, Utah with a total of 1 year of industry experience. Williamson is currently employed by Capita Financial Network, LLC. During their career, Williamson has held roles at Olympus Wealth Management, Corient Capital Partners, Brigham Young University, Zions Bancorporation, Revere Capital Group, Sizzler, Church Of Jesus Christ Of Latter-Day Saints, Ensign Peak Advisors Inc and Capita Financial Network. Williamson has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Utah. Capita Financial Network, LLC is a registered investment company that has its headquarters in Sandy, UT. The company has a total of 31 financial advisors. It handles $1 billion in assets under management between its 4,297 customer accounts, placing it among the larger firms in the country by assets under management. Of its 4,297 customer accounts, just 13% are associated with high-net-worth individuals who have at least $1 million in investable assets. Capita Financial Network, LLC provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely are based on which services the firm provides the client. However, fee types billed by Capita Financial Network, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

9980 South 300 West Ste 140
Sandy, UT 84070

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Capita Financial Network, LLC Brokerage Details

Total Assets Under Management

$1,163,105,301

UT Average: $693,624,108
Total Number of Employees

31

UT Average: 12
Total Number of Accounts

4,297

UT Average: 1,115
Average Account Size

$270,678

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Tyson Williamson Work History

Tyson has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Capita Financial Network

2022 - 2022 (< 1 year)

Ensign Peak Advisors Inc

2020 - 2022 (2 years)

Olympus Wealth Management

2018 - 2019 (1 year)

Corient Capital Partners

2017 - 2017 (< 1 year)

Zions Bancorporation

2016 - 2017 (1 year)

Revere Capital Group

2016 - 2016 (< 1 year)

Brigham Young University

2015 - 2018 (3 years)

Brigham Young University

2015 - 2016 (1 year)

Brigham Young University

2015 - 2015 (< 1 year)

Sizzler

2012 - 2014 (2 years)

Church Of Jesus Christ Of Latter-Day Saints

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tyson Williamson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capita Financial Network, LLC

Cassandra Myers
Sandy, UT
Tyson Williamson
Sandy, UT
Tyler Williamson
Sandy, UT
Barton Wagstaff
Sandy, UT
Tyler Schenk
Sandy, UT
Tanner Smith
Sandy, UT
Joshua Scott
Sandy, UT
Tyson Long
Sandy, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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