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 based in Sandy, Utah, working with Capita Financial Network, LLC. Tyson has previously held positions 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. Tyson has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Tyson is part of Capita Financial Network, LLC, which operates out of Sandy, Utah. The firm has 1 office and 40 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Capita Financial Network, LLC includes asset-based fees.

Certifications and Registrations

Series 65

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

$1,461,172,171

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

40

UT Average: 12
Total Number of Accounts

4,976

UT Average: 1,115
Average Account Size

$293,644

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

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

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
Joshua Scott
Sandy, UT
Tyler Williamson
Sandy, UT
Tyler Schenk
Sandy, UT
Tyson Williamson
Sandy, UT
Alison Drews
Sandy, UT
Barton Wagstaff
Sandy, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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