Capital Advisor Network is an SEC registered investment adviser organized as a corporation with a primary office location in Lafayette, IN. Its latest Form ADV filing, dated March 23, 2026, reports $124M in regulatory assets under management, 18 employees, 6 offices, and 1,261 accounts.
Assets Under Management
$124M
Employees
18
Offices
6 offices
Total Clients
904
Primary office
LAFAYETTE, IN
925 MEZZANINE DRIVE, SUITE C, LAFAYETTE, IN, United States
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
834
2
HNWI
7.3%
66
3
Pension Plans
0.4%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 23, 2026
Discretionary65.8%
$82M
66% of total RAUM65.8%
Non-discretionary34.2%
$43M
34% of total RAUM34.2%
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$124M
Total Accounts1,261
10Y AUM Change+$23M (+23.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee50:1
10Y Employee Change+7 (+63.6%)
* 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.