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CAPTIAL ADVISOR NETWORK

Advisory

N·LAFAYETTE, IN

Data as of Jan 6, 2026 · Source: SEC Form ADV

Total AUM

$99M

1-Year AUM Growth

+2.3%

3-Year CAGR

-1.8%

Employees

6

Assets Under Management

Total AUM$99M

Discretionary AUM$70M

Non-Discretionary AUM$29M

Discretionary %70.7%

Total Clients1,153

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingJan 28, 2022

Latest FilingJan 6, 2026

🔒 Full AUM trend chart and 6 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 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 CAPTIAL ADVISOR NETWORK

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