{
  "crd_number": 154494,
  "slug": "simplyria-advisor-network-brighton-mi-154494",
  "primary_business_name": "SIMPLYRIA ADVISOR NETWORK",
  "legal_name": "CAITLIN JOHN, LLC",
  "dbas": [
    "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"
  ],
  "city": "Brighton",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-06-26",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 214892486.0,
  "raum_discretionary": 210775941.0,
  "raum_non_discretionary": 4116545.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 29,
  "advisory_employees": 25,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 115436682.0,
      "count": 556
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 4884319.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 94048064.0,
      "count": 46
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 523421.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MD",
    "MI",
    "MN",
    "MS",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "PA",
    "TX",
    "UT",
    "WI"
  ],
  "websites": [
    "https://simplyria.com/advisor-network"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154494",
  "city_as_filed": "BRIGHTON",
  "url": "https://advisorcensus.com/firm/simplyria-advisor-network-brighton-mi-154494",
  "display_name": "Simplyria Advisor Network",
  "summary": "Simplyria Advisor Network is an SEC-registered investment advisory firm in Brighton, MI, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Simplyria Advisor Network (CRD 154494): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Simplyria Advisor Network compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Simplyria Advisor Network reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Simplyria Advisor Network located?",
      "a": "Simplyria Advisor Network's principal office is in Brighton, MI, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Simplyria Advisor Network registered with the SEC or a state?",
      "a": "Simplyria Advisor Network is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 154494."
    },
    {
      "q": "How much does Simplyria Advisor Network manage?",
      "a": "Simplyria Advisor Network reports $214,892,486 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (98% discretionary)."
    },
    {
      "q": "How have Simplyria Advisor Network's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Simplyria Advisor Network: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Simplyria Advisor Network serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (556); high net worth individuals (46)."
    },
    {
      "q": "Which custodians does Simplyria Advisor Network use?",
      "a": "Simplyria 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."
    },
    {
      "q": "Does Simplyria Advisor Network report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154494"
    },
    {
      "q": "What changed in Simplyria Advisor Network's recent Form ADV filings?",
      "a": "In the October 2026 filing data: 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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 219138868.0,
      "total_employees": 18,
      "filing_date": "2021-07-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 250901923.0,
      "total_employees": 16,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 113340363.0,
      "total_employees": 26,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 143336224.0,
      "total_employees": 24,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 183421272.0,
      "total_employees": 24,
      "filing_date": "2025-06-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 214892486.0,
      "total_employees": 29,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Favre Wealth Management LLC.",
        "Registered or notice-filed in MN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CT, NY, VA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in UT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/simplyria-advisor-network-brighton-mi-154494.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 556,
      "fewer_than_5": false,
      "raum": 115436682.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 94048064.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4884319.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 523421.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154494",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}