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CAPITAL ADVISOR NETWORK

LAFAYETTE, IN · CRD 297578 · IAPD ↗ · 765-588-1647

$124.5MRegulatory AUM
9Advisory reps
18Employees
0Clients
0Planning clients
0Private funds
14States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — CAPITAL ADVISOR NETWORK reported RAUM up 25% ($99.5M -> $124.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — CAPITAL ADVISOR NETWORK grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
April 2024 — CAPITAL ADVISOR NETWORK notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — CAPITAL ADVISOR NETWORK shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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