Captial Advisor Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Captial Advisor Network reports 904 clients. They include 834 individual clients, 66 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 65.8% ($81.9M across 903 accounts) are managed with discretion; $42.6M across 358 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 65% |
| High-net-worth individuals | 7% | 33% |
| Pension and profit-sharing plans | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 834 | $81.2M | 65.3% | $97.4K |
| High-net-worth individuals | 66 | $40.5M | 32.5% | $614K |
| Pension and profit-sharing plans | Fewer than 5 | $2.72M | 2.2% | $681K |
| Total | 904 | $124M | 100% | — |
- Clients
- 834
- Regulatory AUM
- $81.2M
- AUM share
- 65.3%
- Avg. per client
- $97.4K
- Clients
- 66
- Regulatory AUM
- $40.5M
- AUM share
- 32.5%
- Avg. per client
- $614K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.72M
- AUM share
- 2.2%
- Avg. per client
- $681K
Total
- Clients
- 904
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Captial Advisor Network is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting is negotiated as a fixed fee or hourly rate under a stand-alone engagement, with a fee arrangement starting at $1,500.
- Retirement plan advisory services
- Retirement plan advisory fees are negotiated with the plan sponsor case by case.
Peter Johnson owns 25% to 50% of Captial Advisor Network. Peter Johnson is CEO; the leadership team includes Chief Compliance Officer Jessica Roeper. It has 18 employees, 9 of them in advisory roles.
Leadership
Peter JohnsonOwner, Chief Executive Officer- Jessica RoeperChief Compliance Officer
- Malcolm BrownOwner
- William EvansOwner
Jared WickesOwner/ CIO
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 18 employees
- 9 in advisory functions
- 9 state-registered reps
- 5 insurance agents
- Owns 25% to 50% of Captial Advisor Network
Peter Johnson
Control person · since June 2018
- Owns 25% to 50% of Captial Advisor Network
Jared Wickes
Control person · since April 2020
- Owns 10% to 25% of Captial Advisor Network
William Evans
Control person · since April 2020
- Owns 10% to 25% of Captial Advisor Network
Malcolm Brown
since January 2023
Captial Advisor Network’s regulatory assets grew from $101M (April 2022) to $124M (March 2026); clients rose from 664 to 904 and employees from 11 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $124M | 904 | 18 | 7 |
| Jul 2025July 2025 | $99.5M | 1,153 | 8 | 7 |
| Mar 2024March 2024 | $95.8M | 1,007 | 10 | 7 |
| Mar 2023March 2023 | $93.6M | 1,003 | 11 | 9 |
| Apr 2022April 2022 | $101M | 664 | 11 | 8 |
Besides its headquarters, Captial Advisor Network has 6 offices (1 private residence, listed without an address), with 6 listed addresses across 3 states.
Illinois · 2 listed addresses
- 721 North 24th Street, Quincy
- 10 N. Lake St., Grayslake
Indiana · 2 listed addresses
- 925 Mezzanine Drive, Suite C, LafayetteHQ
- 269 S. US 231, Jasper
Virginia · 2 listed addresses
- 115 E. Main Street, Marion
- 2754 Electric Road, Roanoke
Other business names
Captial Advisor Network has reported 5 other business names to the SEC.
- Can Wealth Management
- Estate Wealth Advisers, LLC
- Evans Financial Services, Inc.
- MLN Wealth Planning
- Moerdyk Financial, Inc.
Contact and registration details
- Legal name
- Captial Advisor Network
- Headquarters
- 925 Mezzanine Drive, Suite C, Lafayette, IN 47905
- Website
- Not reported
- Phone
- 765-588-1647
- @35428851
- SEC file
- 801-123345
- Structure
- Indiana corporation
- Fiscal year end
- December
Captial Advisor Network’s named custodian for separately managed accounts is Charles Schwab ($115M). Captial Advisor Network has custody of $34.9M for 278 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $115M100%
At year end, Captial Advisor Network’s separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $79.9M across 183 positions; the largest are iShares Core S&P 500 ETF (10.7%), Invesco Qqq Trust Series 1 (10.3%) and Vanguard Growth ETF (9.5%).
What the accounts hold
- Stocks1%
- Funds93%
- Registered funds73%
- Pooled vehicles20%
- Cash5%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $79.9M
- Reported 13F value
- 183
- Positions
- 68.5%
- In the 10 largest
- +11.9%
- Value vs. prior quarter
- iShares Core S&P 500 ETFETF10.7%
- Invesco Qqq Trust Series 1ETF10.3%
- Vanguard Growth ETFETF9.5%
- Vanguard Value ETFETF9.4%
- SPDR Dow Jones Industrial Average ETF TrustETF6.6%
- iShares Core S&P Mid-cap ETFETF5.6%
- iShares MSCI USA Min Vol Factor ETFETF5.3%
- SPDR Gold SharesETF4.4%
- Vanguard FTSE Developed Markets ETFETF3.4%
- Wisdomtree Bloomberg U.S. Dollar Bullish FundETF3.2%
Together, the ten largest are 68.5% of reported value.
How many clients does Captial Advisor Network have?
Captial Advisor Network has 904 clients and manages $124 million for them, as of March 2026. They include 834 individual clients, 66 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Captial Advisor Network offer?
Captial Advisor Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Captial Advisor Network use?
Captial Advisor Network’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $115M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Captial Advisor Network have?
Captial Advisor Network has 9 investment adviser representatives registered with state securities authorities, out of 18 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Captial Advisor Network invest in?
At the end of its last fiscal year, Captial Advisor Network’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 20% pooled vehicles (private funds and similar), 5% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Captial Advisor Network?
Captial Advisor Network’s direct owners are Peter Johnson, Jared Wickes, William Evans and Malcolm Brown, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Captial Advisor Network get paid?
Captial Advisor Network is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Captial Advisor Network?
Captial Advisor Network’s main office is at 925 Mezzanine Drive, Suite C, Lafayette, IN 47905. Its phone number is 765-588-1647.