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CAPITAL ADVISOR NETWORK
Legal name: CAPTIAL ADVISOR NETWORK
CRD 297578File 801-123345
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$124.5M
Bottom 25% of cohort (national)
Discretionary AUM
$81.9M
Non-discretionary $42.6M
Clients
904
1,261 accounts
Employees
18
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 28, 2022
- Principal office
- 925 MEZZANINE DRIVE, SUITE C, LAFAYETTE, IN, 47905
- Phone
- 765-588-1647
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $124.5M
- Discretionary AUM
- $81.9M
- Non-discretionary AUM
- $42.6M
- Discretionary accounts
- 903
- Non-discretionary accounts
- 358
- Total accounts
- 1,261
- AUM per client
- $138K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $40.5M |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 834 | $81.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.