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TS

Tyler L. Schenk

CAPITA FINANCIAL NETWORK
DRAPER, UT 84020
Some features on this profile are disabled
CRD#: 7522554
TS

Professional summary

Tyler Lyman Schenk is a registered financial advisor currently at CAPITA FINANCIAL NETWORK, LLC located in Draper, Utah.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Lyman Schenk'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

March 18, 2022 - Present

CAPITA FINANCIAL NETWORK, LLC

Office #1: 14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020
RIA
CRD#: 290558
DRAPER, 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".
CF
CAPITA FINANCIAL NETWORK, LLC
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
(3/18/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/14/2022
Uniform Investment Adviser Law Examination

Current Firm

CF
CAPITA FINANCIAL NETWORK, LLC
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
52

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,991
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.

Company Information

CAPITA FINANCIAL NETWORK, LLC

CRD#: 290558Draper, UT 84020

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