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CRD 290558
DRAPER, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ZACCARY SPENCER CALL | Certified Financial Planner | Sandy, UT | 8 | 18 | 2 | no |
| MICHAEL BOOTH LITTLEDIKE | n/a | Sandy, UT | 8 | 21 | 2 | no |
| TYLER KIRT WILLIAMSON | n/a | Sandy, UT | 8 | 13 | 1 | no |
| BARTON DOUGLAS WAGSTAFF | Certified Financial Planner | DRAPER, UT | 8 | 14 | 1 | no |
| Joshua Aaron Scott | n/a | DRAPER, UT | 8 | 12 | 1 | no |
| JAYSON P MCGINNIS | n/a | DRAPER, UT | 7 | 18 | 2 | no |
| CASSANDRA COSSLETT MYERS | n/a | DRAPER, UT | 6 | 13 | n/a | no |
| Laura Wilcox | n/a | DRAPER, UT | 6 | 10 | n/a | no |
| ZACHARY ROBERT GEERTSEN | Certified Financial Planner | DRAPER, UT | 5 | 16 | 2 | no |
| RINAR STEWART ERICKSON | Certified Financial Planner | DRAPER, UT | 5 | 28 | 2 | no |
| TYSON SPENCER LONG | Certified Financial Planner | DRAPER, UT | 5 | 15 | 2 | no |
| TIMOTHY M GOTTFREDSON | Certified Financial Planner | DRAPER, UT | 4 | 18 | 3 | no |
| Tyler Lyman Schenk | n/a | DRAPER, UT | 4 | 11 | n/a | no |
| Tanner Steven Smith | n/a | DRAPER, UT | 4 | 10 | n/a | no |
| RICHARD JENSEN GURR | Certified Financial Planner | Sandy, UT | 4 | 28 | 2 | no |
| Tyson Conrad Williamson | n/a | DRAPER, UT | 3 | 11 | 1 | no |
| Joseph Albert Kent | n/a | DRAPER, UT | 3 | 11 | 1 | no |
| Alison Avery Drews | n/a | DRAPER, UT | 2 | 12 | 1 | no |
| TODD GORDON STORRS | n/a | DRAPER, UT | 2 | 26 | 4 | no |
| Katherine Dishman Brinkerhoff | n/a | DRAPER, UT | 2 | 11 | 1 | no |
| NATHAN GRAHAM CHRISTENSEN | n/a | DRAPER, UT | 2 | 10 | 1 | no |
| Andrew Lincoln Angerbauer | Certified Financial Planner | DRAPER, UT | 2 | 11 | 2 | no |
| Carson Logan Strong | n/a | DRAPER, UT | 2 | 10 | n/a | no |
| Kimberly Jane Solomon | n/a | DRAPER, UT | 1 | 12 | 2 | no |
| Melanie S Tinling | n/a | DRAPER, UT | 1 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CALL, ZACCARY, SPENCER | PRESIDENT AND SECRETARY | Na | yes | 10/2017 | Aug 17, 2026 | Aug 17, 2026 |
| CAPITA HOLDINGS, LLC | Member | E | yes | 10/2017 | Aug 17, 2026 | Aug 17, 2026 |
| LITTLEDIKE, MICHAEL, BOOTH | ELECTED MANAGER AND CHIEF EXECUTIVE OFFICER | Na | yes | 10/2017 | Aug 17, 2026 | Aug 17, 2026 |
| MYERS, CASSANDRA, COSSLETT | CHIEF OPERATIONS OFFICER | Na | yes | 10/2017 | Aug 17, 2026 | Aug 17, 2026 |
| WATKO, SCOTT, ALFRED | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2022 | Aug 17, 2026 | Aug 17, 2026 |
| LITTLEDIKE, BRITNEY | MANAGING MEMBER | D | yes | 09/2006 | Jan 8, 2018 | Dec 16, 2024 |
| LITTLEDIKE, MICHAEL, BOOTH | ELECTED MANAGER | F | yes | 10/2017 | Jan 8, 2018 | Dec 16, 2024 |
| LITTLEDIKE, MICHAEL, BOOTH | MANAGING MEMBER | D | yes | 09/2006 | Jan 8, 2018 | Dec 16, 2024 |
| MBL FINANCIAL LLC | Member | E | yes | 10/2017 | Jan 8, 2018 | Dec 16, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $2.3B | $2.3B | 59 | 22 | 1 | n/a | n/a |
| 2024 | Apr 30, 2025 | $1.8B | $1.8B | 52 | 22 | 1 | n/a | n/a |
| 2023 | Mar 18, 2024 | $1.5B | $1.5B | 40 | 18 | 1 | n/a | n/a |
| 2022 | Mar 16, 2023 | $1.2B | $1.2B | 31 | 15 | 1 | n/a | n/a |
| 2021 | Mar 23, 2022 | $1.2B | $1.2B | 28 | 15 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $822M | $822M | 19 | 10 | 0 | n/a | n/a |
| 2019 | Mar 31, 2020 | $567M | $567M | 16 | 8 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $344M | $344M | 13 | 7 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 2.8% | 2 | 0 | 0 | 9 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.3B | $1.8B | 25.6% | $1.2B | 26.0% | 59 | 52 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ALLEGIS INVESTMENT ADVISORS, LLC | 2 | Jun 15, 2018 | Feb 16, 2018 | IDAHO FALLS, ID | Team lift out | RIA to RIA | 6.7% |