Simplyria Advisor Network

• 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

See the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$214,892,486 as of October 2026, filing dated September 30, 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

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

Caitlin John, LLC

Also doing business as

BASTION WEALTH MANAGEMENT LLC, BRIGGS FINANCIAL GROUP, LLC, CAITLIN JOHN PRIVATE WEALTH MANAGEMENT, FAVRE WEALTH MANAGEMENT LLC, FRANK THE FINANCIAL COACH LLC, IMAGINE ADVISORS, LLC, INVESTWISE WEALTH MANAGEMENT INC., KINGSBURY FINANCIAL ADVISORS, KIS FINANCIAL, MENACH CAPITAL, LLC, OLIVIA WEALTH MANAGEMENT LLC, PALADIN FINANCIAL SERVICES, LLC, ROYAL PALM PRIVATE WEALTH MANAGEMENT, SCOTT KARL ECONOMIC AND INSURANCE SERVICES

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2017 (9 years)

Employees

Total: 29. Performing investment advisory functions: 25.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.

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)

4 other offices, as of the October 2026 filing

Las Vegas, NVSan Diego, CASarasota, FLTampa, FL

States registered or notice-filed

20 states or jurisdictions

CACOFLGAILINLAMDMIMNMSNHNJNVNYOHPATXUTWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $219,138,868 in the October 2021 data and $214,892,486 in the October 2026 data, down 2%.

Total employees: 18 in October 2021 and 29 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.

1. October 2026
   • Added the business name Royal Palm Private Wealth Management.
   • Added the business name Frank the Financial Coach LLC.
   • Employees performing advisory functions went from 24 to 25.
   • Added an office in Sarasota, FL.
   • Registered or notice-filed in MS, OH.
2. July 2026
   • Added the business name Favre Wealth Management LLC.
   • Registered or notice-filed in MN.
3. April 2026
   • Regulatory assets under management went from $183,421,272 to $214,892,486 (+17%).
   • Employees performing advisory functions went from 20 to 24.
   • Added the business name Menach Capital, LLC.
   • Added the business name Olivia Wealth Management LLC.
   • Added the business name Paladin Financial Services, LLC.
   • Added the business name Investwise Wealth Management Inc..
   • No longer lists the business name BFG.
   • No longer lists the business name Caitlin John.
   • No longer lists the business name BFG Wealth Advisors.
   • No longer lists the business name Olivia Wealth Management.
   • No longer lists the business name Investwise Wealth Management, Inc..
   • No longer lists the business name Briggs Financial Group Wealth Advisors.
   • No longer lists the business name Outrider Wealth and Financial Planning.
   • Added an office in San Diego, CA.
   • No longer lists an office in Brighton, MI.
   • No longer lists an office in Fort Worth, TX.
   • No longer lists an office in Troy, MI.
   • Registered or notice-filed in NY, WI.
   • Updated its list of owners and control persons (Schedule A).
4. January 2026
   • No longer registered or notice-filed in CT, NY, VA.
5. December 2025
   • Registered or notice-filed in UT.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.