Caitlin John, LLC
● SEC registered since 2017CRD 154494SEC# 801-110731Brighton, MI
Reg. AUM
$214.9M
Employees
26
Accounts
1,158
Location
Brighton, MI
Caitlin John, LLC assets under management
Caitlin John, LLC operates as an SEC-registered investment adviser based in Brighton, MI. The firm has been registered since 2017. It reports $214.9 million in regulatory assets under management and employs 26 people.
Caitlin John, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Maxwell E Carlson | Vice President | Under 5% | 2024 |
| Nathan D Meyer | Director Of Compliance & Operations | Under 5% | 2024 |
| Ronald John Briggs Control | Principal & Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Caitlin John, LLC manage?
Caitlin John, LLC reports $214.9 million in regulatory assets under management on its Form ADV.
How many employees does Caitlin John, LLC have?
Caitlin John, LLC reports 26 employees.
Where is Caitlin John, LLC located?
Caitlin John, LLC is based in Brighton, MI and has been SEC-registered since 2017.
Does Caitlin John, LLC disclose fund performance?
Caitlin John, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1024 E. Grand River Ave, Suite B, Brighton, MI 48116 |
| Phone | 810-355-1325 |
| Fax | 810-227-2558 |
| Office hours | 9a.m. - 5:00p.m. Et |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2010947 |
| Discloses disciplinary history | No |
Regulatory AUM
$214.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$214.9Mregulatory AUM
Discretionary $210.8MNon-discretionary $4.1M