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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAPITAL ADVISOR NETWORK

CAPTIAL ADVISOR NETWORK, CRD 297578

LAFAYETTE, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0630e988-2677-1431-6111-e401a871d1eb

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 4
On other graphs: 0
Observed: Jan 28, 2022 to Mar 23, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $124MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $81.9M
Private client RAUM: $122MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $15.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 9
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 1,261
Individual clients: 834
High net worth clients: 66
Custody, client assets: $34.9M
SEC number: 801-123345
CRD: 297578
Filings on the tape: 12
First filed: Jan 28, 2022
Latest filed: Mar 23, 2026
Organised: Corporation, IN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
PETER KEVIN JOHNSON	n/a	LAFAYETTE, IN	40	6	no
WILLIAM GEORGE JOHNSON	n/a	Marion, VA \| LAFAYETTE, IN	28	1	no
JARED JOHNSON WICKES	n/a	LAFAYETTE, IN	11	2	no
WILLIAM PAUL EVANS	n/a	Marion, VA \| LAFAYETTE, IN	18	2	no
JAMES BROWNING MOERDYK	n/a	LAFAYETTE, IN \| Grand Rapids, MI	15	2	no
MARION SLEMP FLESHMAN	n/a	Marion, VA \| LAFAYETTE, IN	32	1	no
Fred Kent Brockman	n/a	Jasper, IN \| LAFAYETTE, IN	36	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EVANS, WILLIAM, PAUL	Owner	B	yes	04/2020	Jan 28, 2022	Mar 29, 2024
JOHNSON, PETER, KEVIN	OWNER/CEO	C	yes	06/2018	Jan 28, 2022	Mar 29, 2024
WICKES, JARED, JOHNSON	OWNER/ CIO	C	yes	04/2020	Jan 28, 2022	Mar 29, 2024
BROWN, MALCOLM, M	Owner	B	no	01/2023	Mar 31, 2023	Mar 29, 2024
SMITH, JEFFREY, ANDREW	OWNER/CHIEF COMPLIANCE OFFICER	B	no	01/2023	Mar 31, 2023	Mar 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Grayslake	IL	United States	1	no
Quincy	IL	United States	1	yes
Jasper	In	United States	1	no
Marion	Va	United States	1	no
Roanoke	Va	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$124M	$81.9M	18	9	6	n/a	n/a
2024	Mar 31, 2025	$99.5M	$70.3M	8	6	6	n/a	n/a
2023	Mar 29, 2024	$95.8M	$70.3M	10	7	6	n/a	n/a
2022	Mar 31, 2023	$93.6M	$79.4M	11	10	8	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	12.5%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$124M	$99.5M	25.1%	$93.6M	10.0%	18	8	6	6

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CENTER STREET ADVISORS, INC.	2	Jul 16, 2018	Jul 17, 2018	LAFAYETTE, IN	Team lift out	Ibd to RIA	4.5%

Relationships

Affiliated with (1)

← WHITWELL ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (10)

← MICHAEL L NIEMCZYKAdvisorregistration: previous registration
Sep 15, 2021 to Dec 31, 2025factForm ADV
← PETER KEVIN JOHNSONAdvisorregistration: previous registration
Jul 17, 2018 to Dec 31, 2025factForm ADV
← WILLIAM GEORGE JOHNSONAdvisorregistration: previous registration
Jul 19, 2022 to Dec 31, 2025factForm ADV
← JARED JOHNSON WICKESAdvisorregistration: previous registration
Jul 17, 2018 to Dec 31, 2025factForm ADV
← WILLIAM PAUL EVANSAdvisorregistration: previous registration
Aug 24, 2018 to Dec 31, 2025factForm ADV
← JAMES BROWNING MOERDYKAdvisorregistration: previous registration
Mar 18, 2019 to Dec 31, 2025factForm ADV
← MARION SLEMP FLESHMANAdvisorregistration: previous registration
Jul 15, 2019 to Dec 31, 2025factForm ADV
← Fred Kent BrockmanAdvisorregistration: previous registration
Jul 31, 2020 to Dec 31, 2025factForm ADV
← Curtis Jeffery StephensAdvisorregistration: previous registration
Nov 16, 2020 to Aug 12, 2022factForm ADV
← KERWIN MICHAEL KELLEYAdvisorregistration: previous registration
Jan 30, 2019 to Jul 13, 2021factForm ADV

Controls (3)

← JOHNSON, PETER, KEVINOwnerOWNER/CEO, ownership code C, individual
Jan 28, 2022 to Mar 29, 2024factForm ADV
← WICKES, JARED, JOHNSONOwnerOWNER/ CIO, ownership code C, individual
Jan 28, 2022 to Mar 29, 2024factForm ADV
← EVANS, WILLIAM, PAULOwnerOWNER, ownership code B, individual
Jan 28, 2022 to Mar 29, 2024factForm ADV

Owns (2)

← SMITH, JEFFREY, ANDREWOwnerOWNER/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 31, 2023 to Mar 29, 2024factForm ADV
← BROWN, MALCOLM, MOwnerOWNER, ownership code B, individual
Mar 31, 2023 to Mar 29, 2024factForm ADV

Moved with (1)

← CENTER STREET ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Jul 16, 2018 to Jul 17, 2018factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Advisor changed firm
Fred Kent Brockman left Capital Advisor Network for Family Wealth Planning Partners (registered 2023-12-15)
Form ADVobserved 6 days ago
Occurred
Aug 12, 2022
Advisor changed firm
Curtis Jeffery Stephens left Capital Advisor Network for Coppell Advisory Solutions Llc (registered 2022-08-02)
Form ADVobserved 6 days ago
Occurred
Jan 28, 2022
First Form ADV filing
Capital Advisor Network, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2023
Capital Advisor Network reported 0 state-registered advisory representatives, down from 11 (2022-10-13 to 2023-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0630e988-2677-1431-6111-e401a871d1eb
First observed: Jan 28, 2022
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPITAL ADVISOR NETWORK

CAPTIAL ADVISOR NETWORK, CRD 297578

LAFAYETTE, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0630e988-2677-1431-6111-e401a871d1eb

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER KEVIN JOHNSON

n/a

LAFAYETTE, IN

WILLIAM GEORGE JOHNSON

n/a

Marion, VA | LAFAYETTE, IN

JARED JOHNSON WICKES

n/a

LAFAYETTE, IN

WILLIAM PAUL EVANS

n/a

Marion, VA | LAFAYETTE, IN

JAMES BROWNING MOERDYK

n/a

LAFAYETTE, IN | Grand Rapids, MI

MARION SLEMP FLESHMAN

n/a

Marion, VA | LAFAYETTE, IN

Fred Kent Brockman

n/a

Jasper, IN | LAFAYETTE, IN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVANS, WILLIAM, PAUL

Owner

yes

04/2020

Jan 28, 2022

Mar 29, 2024

JOHNSON, PETER, KEVIN

OWNER/CEO

yes

06/2018

Jan 28, 2022

Mar 29, 2024

WICKES, JARED, JOHNSON

OWNER/ CIO

yes

04/2020

Jan 28, 2022

Mar 29, 2024

BROWN, MALCOLM, M

Owner

01/2023

Mar 31, 2023

Mar 29, 2024

SMITH, JEFFREY, ANDREW

OWNER/CHIEF COMPLIANCE OFFICER

01/2023

Mar 31, 2023

Mar 29, 2024

City

State

Country

Employees

Also broker-dealer

Grayslake

United States

Quincy

United States

yes

Jasper

United States

Marion

United States

Roanoke

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$124M

$81.9M

n/a

2024

Mar 31, 2025

$99.5M

$70.3M

n/a

2023

Mar 29, 2024

$95.8M

$70.3M

n/a

2022

Mar 31, 2023

$93.6M

$79.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$124M

$99.5M

25.1%

$93.6M

10.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CENTER STREET ADVISORS, INC.

Jul 16, 2018

Jul 17, 2018

LAFAYETTE, IN

Team lift out

Ibd to RIA

4.5%