|
⚲
|
| Captial Advisor Network
✚
|
|
|---|---|
| CRD # | 297578 |
| SEC # | 801-123345 |
| CIK # | |
| AUM | $95.8 MM (2024-03-29) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 765-588-1647 |
| Address | 925 Mezzanine Drive Lafayette, IN 47905 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 971 | 81.0 |
| (b) Individuals (high net worth individuals) | 33 | 14.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,007 | 95.8 |
| By Discretionary | ||
| Discretionary | 881 | 70.3 |
| Non-Discretionary | 126 | 25.5 |
| Total | 1,007 | 95.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.8 | |
| Total | 1,007 | 95.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Markle Financial LLC
✚
|
WY | 0.1 |
|
Berkshire Advisors Inc
✚
|
PA | 0.1 |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 0.1 |
|
Beverly Investment Advisors LLC
✚
|
CA | 0.1 |
|
AG Global Advisors LLC
✚
|
AZ | 0.1 |
|
Roumell Asset Management LLC
✚
|
MD | 0.1 |
|
LPK Investment Group LLP
✚
|
NY | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Sundowner Capital Management LLC
✚
|
OR | 0.1 |
|
Clearview Investment Partners LLC
✚
|
CA | 0.1 |