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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 02-11-2011
- Office Locations
- 19
Office Locations
About Simplyria Advisor Network
Caitlin John, LLC is an independent RIA private wealth management firm serving individual and institutional investors. The team combines fiduciary financial planning with portfolio management, strategic tax planning, and wealth transfer/legacy strategies, with a focus on retirees and those nearing retirement. Investing emphasizes diversification and risk-adjusted returns, often using third-party managers and ETF-based portfolios, plus support for 1031 exchanges/DSTs/QOZs and managed 401(k) allocations via its NRI Max process.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONALD JOHN BRIGGS JR
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, FOUNDER, PRINCIPAL
- CRD
- #1622903
- Ownership
- 75% or more
Maxwell E Carlson
Senior Portfolio Manager, VICE PRESIDENT
- CRD
- #7317393
- Ownership
- Less than 5%
Signal bridge
Harbor vertex
- CRD
- #83008
- Ownership
- 30.5%
Showing 2 of 3 owners & executives
Unlock allContacts
JAMES W ANADON
--
- CRD
- #6332486
sefton kingsbury barnes
Financial Advisor, General Partner
- CRD
- #6696699
Frontier optima
Signal ridge
- CRD
- #85836
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,775,941 | $182,965 |
| Non-Discretionary | $4,116,545 | $686,091 |
| Total | $214,892,486 | $185,572 |
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Separately Managed Accounts
Total SMA Asset: $214,892,486
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,246,551,792 | 27.8% |
| Public Funds | $977,815,708 | 12.1% |
| Cash | $1,284,898,327 | 15.9% |
| Corporate - Investment Grade | $1,187,924,869 | 14.7% |
| U.S. Government/Agency | $2,383,930,859 | 29.5% |
| Total | $8,081,121,555 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA PEAK ATLAS | UNISON TIMBER | JE3NNWT2R | DRM | 11.53% | $50,808,937 |
| BEACON WAVE HORIZON | MOMENTUM EAGLE | Q5N2HCDSJ | VFVGQ | 8.35% | $100,578,864 |
| OPTIMA RIDGE WAVE | TIMBER GLACIER | 1BGK4L028 | ZNUE | 7.33% | $42,170,325 |
| WAVE ALPHA FRONTIER | LEGACY VITAL | OU7DSGKJ5 | YJPE | 1.07% | $100,418,525 |
| HORIZON RIDGE CATALYST | FOCUS BRIDGE | HUM2JFG4R | SQZJO | 8.25% | $37,599,236 |
| FUSION TIMBER CATALYST | GLACIER RIDGE | CXMOVY7EG | ZLSW | 4.59% | $74,046,894 |
| FOUNDATION VALUE | SIGNAL NORTH | 59YUT361X | GNWD | 1.97% | $113,439,124 |
| OPTIMA OPTIMA | RIDGE TIMBER | ZG14XUTMZ | XCJ | 2.32% | $30,591,074 |