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Captial Advisor Network

● SEC registered since 2022CRD 297578SEC# 801-123345Lafayette, IN
Export (members)
Reg. AUM
$99.5M
Employees
8
Accounts
1,153
Location
Lafayette, IN

Captial Advisor Network assets under management

Captial Advisor Network operates as an SEC-registered investment adviser based in Lafayette, IN. The firm has been registered since 2022. It reports $99.5 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/35428851View on SEC.gov ↗

Captial Advisor Network owners & executives

5 reported
NameTitleOwnershipSince
Jared Johnson Wickes ControlOwner/ Cio25-50%2020
Jessica J Roeper ControlChief Compliance OfficerUnder 5%2025
Malcolm M BrownOwner10-25%2023
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Frequently asked questions

How much does Captial Advisor Network manage?

Captial Advisor Network reports $99.5 million in regulatory assets under management on its Form ADV.

How many employees does Captial Advisor Network have?

Captial Advisor Network reports 8 employees.

Where is Captial Advisor Network located?

Captial Advisor Network is based in Lafayette, IN and has been SEC-registered since 2022.

Does Captial Advisor Network disclose fund performance?

Captial Advisor Network is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address925 Mezzanine Drive, Suite C, Lafayette, IN 47905
Phone765-588-1647
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$70.3M
Non-discretionary$29.2M
Total (RAUM)$99.5M