Zaccary S. Call

CAPITA FINANCIAL NETWORK

Sandy, UT 84070

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CRD#: 5426003

Professional summary

Zaccary Spencer Call, CFP®, who also goes by Zaccary S Call, is a registered financial advisor currently at CAPITA FINANCIAL NETWORK, LLC located in Sandy, Utah.

Zaccary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Zaccary has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zaccary S Call

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 10/2015- present; ZSC Financial LLC; Farmington, Utah sole member; for personal Tax purposes only, non investment related, less than 1 hour per month; 0 hours per month during securities trading hours. 2) 03/2021- present; M3 Wealth LLC, Sandy, Utah, personal holdings entity, less than 1 hour per month; 0 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zaccary Spencer Call's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

February 16, 2018 - Present

CAPITA FINANCIAL NETWORK, LLC

Office #1: 9980 South 300 West Suite 200, Sandy, UT 84070

RIA

CRD#: 290558

Sandy, UT

Past

November 18, 2015 - June 15, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

sandy, UT

Past

November 5, 2015 - December 31, 2017

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

Sandy, UT

Past

September 11, 2009 - November 18, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

November 2, 2007 - November 17, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITA FINANCIAL NETWORK, LLC

CRD#: 290558 / SEC#: 801-112411

RIA

Registered Investment Advisory firm - (2/8/2018 Approved)

Louisiana

Registered Investment Advisory firm - (2/8/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(2/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/10/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/10/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2007

General Securities Representative Examination

Current Firm

CAPITA FINANCIAL NETWORK, LLC

CRD#: 290558 / SEC#: 801-112411

RIA

Registered Investment Advisory firm - (2/8/2018 Approved)

Louisiana

Registered Investment Advisory firm - (2/8/2025 Approved)

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Contact information

Main Address

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020

Mailing Address

Phone number

(801) 566-5058

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2025) (3/12/2025)

Regulatory assets under management

Total Number of Accounts	5,991
AUM (Assets Under Management)	$ 1,849,625,913

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Zaccary S. Call

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zaccary Spencer Call's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CAPITA FINANCIAL NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2009

Series 63

Date: 11/10/2007

SIE

Date: 12/31/2017

Series 7

Date: 11/1/2007

Current Firm

CAPITA FINANCIAL NETWORK, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITA FINANCIAL NETWORK, LLC

TRUST BUT VERIFY

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