Caitlin John, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brighton, MI. Its latest Form ADV filing, dated March 26, 2026, reports $215M in regulatory assets under management, 26 employees, 10 offices, and 1,158 accounts.
Assets Under Management
$215M
Employees
26
Offices
10 offices
Total Clients
602
Primary office
BRIGHTON, MI
1024 E. GRAND RIVER AVE, SUITE B, BRIGHTON, MI, United States
Top client segmentIndividuals represent 92.4% of total clients.
Top client categories% of clientsClients
1
Individuals
92.4%
556
2
HNWI
7.6%
46
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of March 26, 2026
Discretionary98.1%
$211M
98% of total RAUM98.1%
Non-discretionary1.9%
$4M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$215M
Total Accounts1,158
10Y AUM Change+$112M (+108.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee23:1
10Y Employee Change+16 (+160.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.