Captial Advisor Network
● SEC registered since 2022CRD 297578SEC# 801-123345Lafayette, IN
Reg. AUM
$124.5M
Employees
18
Accounts
1,261
Location
Lafayette, IN
Captial Advisor Network assets under management
Captial Advisor Network operates as an SEC-registered investment adviser based in Lafayette, IN. The firm has been registered since 2022. It reports $124.5 million in regulatory assets under management and employs 18 people.
Captial Advisor Network owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared Johnson Wickes Control | Owner/ Cio | 25-50% | 2020 |
| Jessica J Roeper Control | Chief Compliance Officer | Under 5% | 2025 |
| Malcolm M Brown | Owner | 10-25% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Captial Advisor Network manage?
Captial Advisor Network reports $124.5 million in regulatory assets under management on its Form ADV.
How many employees does Captial Advisor Network have?
Captial Advisor Network reports 18 employees.
Where is Captial Advisor Network located?
Captial Advisor Network is based in Lafayette, IN and has been SEC-registered since 2022.
Does Captial Advisor Network disclose fund performance?
Captial Advisor Network is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 925 Mezzanine Drive, Suite C, Lafayette, IN 47905 |
| Phone | 765-588-1647 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$124.5M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$124.5Mregulatory AUM
Discretionary $81.9MNon-discretionary $42.6M