Tyler K. Williamson

CAPITA FINANCIAL NETWORK

Sandy, UT 84070

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CRD#: 6306823

Professional summary

Tyler Kirt Williamson is a registered financial advisor currently at CAPITA FINANCIAL NETWORK, LLC located in Sandy, Utah.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Tyler has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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). 4/2014 to Present; TKW Financial LLC; non investment-related;Eagle Mountain, Utah; owner; 2 hours per month; 0 hours during securities trading hours;personal LLC for tax purposes 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 Tyler Kirt Williamson'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®

None

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

June 24, 2015 - June 15, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

SANDY, 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 65

Date: 6/23/2015

Uniform Investment Adviser Law 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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Tyler K. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Kirt Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITA FINANCIAL NETWORK, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

CAPITA FINANCIAL NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2015

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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