CAPITAL ADVISOR NETWORK

925 Mezzanine Drive
Suite C
Lafayette, Indiana 47905
Tel: 765-588-1647

About CAPITAL ADVISOR NETWORK

CAPITAL ADVISOR NETWORK, formally registered with the SEC as CAPITAL ADVISOR NETWORK. The firm was established in 02/28/2022. They have over 7 offices throughout the country.

CAPITAL ADVISOR NETWORK is a Lafayette, Indiana based Financial Planning firm with nearly $95,753,862 assets under management, offering retirement planning & investment advisory services to 1007 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297578
SEC#	801-123345
Assets Managed by Firm	$95,753,862
No. of Clients	1007
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1007	$95,753,862
Individuals (other than high net worth individuals)	971	$80,952,001
High net worth individuals	33	$14,472,263
Pension and profit sharing plans	3	$329,598

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