AdvisorCensus / Financial advisors / Indiana / Lafayette / Capital Advisor Network
Capital Advisor Network
Filed as CAPITAL ADVISOR NETWORK · Legal name Captial Advisor Network
Capital Advisor Network is an SEC-registered investment advisory firm in Lafayette, IN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Capital Advisor Network compensated?
On its Form ADV (Item 5.E, October 2026), Capital Advisor Network reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Capital Advisor Network located?
Capital Advisor Network's principal office is in Lafayette, IN, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is Capital Advisor Network registered with the SEC or a state?
Capital Advisor Network is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 297578.
How much does Capital Advisor Network manage?
Capital Advisor Network reports $124,476,831 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (66% discretionary).
How have Capital Advisor Network's assets and staff changed since 2022?
In the Form ADV data for Capital Advisor Network: Regulatory assets under management: $101,053,540 in the October 2022 data and $124,476,831 in the October 2026 data, up 23%. Total employees: 11 in October 2022 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Capital Advisor Network serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (834); high net worth individuals (66); pension and profit sharing plans (but not the plan participants or government pension plans) (4).
Which custodians does Capital Advisor Network use?
Capital Advisor Network's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Capital Advisor Network report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297578
Does Capital Advisor Network state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "There is a $5,000 minimum in aggregate investable assets to become a client of CAN."
What changed in Capital Advisor Network's recent Form ADV filings?
In the April 2026 filing data: No longer lists the business name Captial Advisor Network, LLC. Employees performing advisory functions went from 6 to 9. Regulatory assets under management went from $99,497,162 to $124,476,831 (+25%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $5,000
The brochure's wording
There is a $5,000 minimum in aggregate investable assets to become a client of CAN.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$124,476,831 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Captial Advisor Network
- Also doing business as
- CAN WEALTH MANAGEMENT, ESTATE WEALTH ADVISERS, LLC, EVANS FINANCIAL SERVICES, INC., MLN WEALTH PLANNING, MOERDYK FINANCIAL, INC.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 18. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the April 2026 filing
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $124,476,831 | 18 | March 23, 2026 |
| October 2025 | $99,497,162 | 8 | July 31, 2025 |
| October 2024 | $95,753,862 | 10 | March 29, 2024 |
| October 2023 | $93,598,102 | 11 | March 31, 2023 |
| October 2022 | $101,053,540 | 11 | April 26, 2022 |
Regulatory assets under management: $101,053,540 in the October 2022 data and $124,476,831 in the October 2026 data, up 23%.
Total employees: 11 in October 2022 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists the business name Captial Advisor Network, LLC.
- Employees performing advisory functions went from 6 to 9.
- Regulatory assets under management went from $99,497,162 to $124,476,831 (+25%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Capital Advisor Network (CRD 297578): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/capital-advisor-network-lafayette-in-297578