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CAPITAL ADVISOR NETWORK
CAPTIAL ADVISOR NETWORK
CRD 297578 · SEC 801-123345
925 MEZZANINE DRIVE, SUITE C, LAFAYETTE, IN, 47905, United States
Phone
765-588-1647
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.5M
Discretionary AUM
$81.9M
Team
18 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 834 | $81.2M |
| High net worth individuals | 66 | $40.5M |
| Pension/profit sharing plans | 4 | $2.7M |
States served
CA, IL, IN, IA, KY, LA, MI, TN, VA, WI, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD