Katherine Dishman Brinkerhoff
Investment adviser representative at Capita Financial Network, LLC
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Capita Financial Network, LLCAug 2024 to now
- Raymond James Financial Services Advisors, Inc.May 2022 to now
- Raymond James Financial Services, Inc.Mar 2021 to now
- Utah Wealth StrategiesMar 2021 to now
- Fidelity Brokerage Services, LLCApr 2019 to Feb 2021
- Raymond James Financial Services, Inc.Dec 2016 to Apr 2019
- Church of Jesus Christ of LdsJul 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capita Financial Network, LLC
$2.3BAssets managed
2,888Clients
37Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6061967
- Firm CRD
- 290558