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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Captial Advisor Network have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Captial Advisor Network invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Captial Advisor Network?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Captial Advisor Network get paid?","answer":"Captial Advisor Network is paid through a percentage of assets under management, hourly charges and fixed fees. 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