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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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