RIA Intel›Advisers›Michigan›CAITLIN JOHN, LLC

CAITLIN JOHN, LLC

Advisory

N·BRIGHTON, MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$215M

1-Year AUM Growth

+26.5%

3-Year CAGR

-12.4%

Employees

24

Assets Under Management

Total AUM$215M

Discretionary AUM$211M

Non-Discretionary AUM$4M

Discretionary %98.1%

Total Clients733

Team

Total Employees24

Investment Advisers26

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record48

First FilingMay 31, 2017

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 48 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAITLIN JOHN, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.