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SIMPLYRIA ADVISOR NETWORK

BRIGHTON, MI · CRD 154494 · IAPD ↗ · simplyria.com · 810-355-1325

$214.9MRegulatory AUM
25Advisory reps
29Employees
10Clients
1-10Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
October 2026 — SIMPLYRIA ADVISOR NETWORK changed its website from caitlinjohn.com to simplyria.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
October 2026 — SIMPLYRIA ADVISOR NETWORK notice-filed in MS, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2026 — SIMPLYRIA ADVISOR NETWORK added office(s): 11 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
July 2026 — SIMPLYRIA ADVISOR NETWORK notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2026 — SIMPLYRIA ADVISOR NETWORK added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
April 2026 — SIMPLYRIA ADVISOR NETWORK notice-filed in NY, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — CAITLIN JOHN, LLC is now doing business as SIMPLYRIA ADVISOR NETWORK.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
69
April 2026 — SIMPLYRIA ADVISOR NETWORK grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — CAITLIN JOHN, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — CAITLIN JOHN, LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
June 2025 — CAITLIN JOHN, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2025 — CAITLIN JOHN, LLC notice-filed in GA, LA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — CAITLIN JOHN is now doing business as CAITLIN JOHN, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2025 — CAITLIN JOHN, LLC reported RAUM up 28% ($143.3M -> $183.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — CAITLIN JOHN added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — CAITLIN JOHN reported RAUM up 26% ($113.3M -> $143.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.