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SIMPLYRIA ADVISOR NETWORK
CAITLIN JOHN, LLC
CRD 154494 · SEC 801-110731
1024 E. GRAND RIVER AVE, SUITE B, BRIGHTON, MI, 48116, United States
Phone
810-355-1325
Fax
810-227-2558
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.9M
Discretionary AUM
$210.8M
Team
26 total employees; 24 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 556 | $115.4M |
| High net worth individuals | 46 | $94.0M |
States served
CA, CO, GA, IL, IN, LA, MD, MI, MN, NV, NJ, NY, PA, UT, WI, TX, NH, FL
All web addresses on file
- https://www.outriderplanning.com/
- https://www.imagineadvisors.com/
- https://www.kisfinancial.net/
- https://www.investwisewealthmanagement.com/
- https://www.simplyria.com/advisor-network/
- https://www.caitlinjohn.com/
- https://www.kingsburyfa.com/
- https://www.oliviawm.com/
- https://www.bfgwealthadvisors.com/
- https://www.scottkarl.com/
- https://www.bastionwm.com/
Official SEC filing: View on IAPD