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SIMPLYRIA ADVISOR NETWORK

Legal name: CAITLIN JOHN, LLC

CRD 154494File 801-110731
APPROVED
Retail clients
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.9M
Below cohort median (national)
Discretionary AUM
$210.8M
Non-discretionary $4.1M
Clients
602
1,158 accounts
Employees
26
Below cohort median in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jun 26, 2017
Principal office
1024 E. GRAND RIVER AVE, SUITE B, BRIGHTON, MI, 48116
Phone
810-355-1325

Assets & accounts

ADV Item 5F
Total regulatory AUM
$214.9M
Discretionary AUM
$210.8M
Non-discretionary AUM
$4.1M
Discretionary accounts
1,152
Non-discretionary accounts
6
Total accounts
1,158
AUM per client
$357K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$523K
High net worth individuals46$94.0M
Pension and profit sharing plansFewer than 5$4.9M
Individuals (other than high net worth individuals)556$115.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.