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Tyler Lyman Schenk

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.

  1. Capita Financial Network, LLCFeb 2020 to now
  2. Aptive EnvironmentalMar 2018 to Jan 2020
  3. Utah Valley UniversityAug 2017 to May 2021
  4. Connexion PointAug 2017 to Mar 2018
  5. Church of Jesus Christ of Latter Day SaintsJul 2015 to Jul 2017

Exams passed

  • 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
7522554
Firm CRD
290558
Advisor's SEC record (opens in a new tab)
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