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CAPITAL ADVISOR NETWORK
LAFAYETTE, IN
765-588-1647
SEC #801-123345Total AUM
$124.5M
Employees
18Clients
904Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
925 MEZZANINE DRIVE
SUITE C
LAFAYETTE
IN 47905
United States
SUITE C
LAFAYETTE
IN 47905
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
765-588-1647
Other Offices
6
Financials
Total AUM
$124.5M
Accounts
1,261Discretionary
$81.9M
Accounts
903Non-Discretionary
$42.6M
Accounts
358
Clients
Individual Clients
834AUM
$81.2M
HNW Individual Clients
66AUM
$40.5M
Pension/Profit Sharing Plan Clients
4AUM
$2.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAFLIAILINKYLAMIMONHTNTXVAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.