CAPTIAL ADVISOR NETWORK
DBA: CAPITAL ADVISOR NETWORK
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $124.5M |
| Discretionary | $81.9M66% of AUM |
| Non-Discretionary | $42.6M |
| Client Accounts | 1,261 |
| Avg Account Size | $99K |
| Employees | 18 |
| Peak AUM | $124.5MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $124M | +25.1% | +10.0% | +5.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $124.5M |
| Discretionary | $81.9M |
| Employees | 18 |
| Client Accounts | 1261 |
| Client Range | 0 |
Contact & Location
Address
925 MEZZANINE DRIVE
LAFAYETTE IN 47905
Phone
765-588-1647
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$82M
65.8% of AUM
Non-Discretionary
$43M
34.2% of AUM
Disc. mix ▼ 4.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported