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Capital Advisor Network

Capital Advisor Network. CRD 297578

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CRD: 297578

Capital Advisor Network

Lafayette, IN, 47905
7655881647
$124.5M Total AUM
$81.9M Disc. AUM
10.3% 3Y CAGR
18 Employees
904 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Value focus
Established Date
07-17-2018
Office Locations
5

Office Locations

10 North Lake Street Suite 107 Grayslake IL
115 E Main Street Marion VA
5005 Cascade Road SE Suite B Grand Rapids MI

About Capital Advisor Network

Capital Advisor Network (CAN) is a turn-key asset management platform for advisors, built around an evidence-based ETF portfolio approach that diversifies across trading strategies—not just asset classes. CAN provides research-driven, actively managed tactical models and portfolio-construction resources to help advisors manage risk in volatile markets and pursue opportunistic gains for wealth-management clients.

Team overview

40 AVG AGE
$13.8M AVG AUM / ADVISOR
$137.7K AVG AUM / CLIENT
0.7 yrs AVG TENURE
18 Employees
9 Advisory Reps
9 RIA Reps
7yrs Firm Age

Insights

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See the complete signal summary connected to prime timber.
Unlock to compare peer behavior around wave capital.
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Accredited Investors

Ember oak Focus

Asset Classes

Vertex Oak Ridge matrix Glacier Glacier bridge Glacier Meridian

Custodian

Frontier

Investment Themes

Oak Foundation Legacy

Investment Vehicles

Delta north Timber

Services

Pathway Quantum beacon Unison vertex Peak pioneer Eagle zenith Radial north Radial fusion Vector

Technology

Value

Owner & Executives

PETER KEVIN JOHNSON

PETER KEVIN JOHNSON

Chief Executive Officer, Owner

CRD
#1371966
Ownership
25% but less than 50%
(585) 354-9733
legacy.peak@harborcapital.com
in linkedin.com/in/prime-element
JARED JOHNSON WICKES

JARED JOHNSON WICKES

Chief Investment Officer, Owner

CRD
#4468598
Ownership
25% but less than 50%
(301) 505-7292
timber.legacy@pioneercapital.com
in linkedin.com/in/prime-crest
Q

Quantum catalyst

Atlas meridian alpha

CRD
#28801
Ownership
20.3%
(508) 636-8482
matrix.vector@meridiancapital.com
in linkedin.com/in/momentum-pathway

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Contacts

F

Fred Kent Brockman

--

CRD
#7269465
(278) 871-7055
eagle.pioneer@wavecapital.com
in linkedin.com/in/foundation-delta
M

MARION SLEMP FLESHMAN

--

CRD
#7110454
(902) 676-4405
catalyst.focus@peakcapital.com
in linkedin.com/in/glacier-legacy
P

Prime pathway

Legacy element fusion

CRD
#70175
(269) 251-9296
legacy.signal@insightcapital.com
in linkedin.com/in/zenith-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-13-2022
03-31-2023
03-29-2024
07-31-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $81,908,922 $90,708
Non-Discretionary $42,567,909 $118,905
Total $124,476,831 $98,713

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Separately Managed Accounts

Total SMA Asset: $124,476,831

$124.5M Total SMA
Public Funds:
30.8%
Private Funds:
33.3%
Cash:
15.6%
Equity - Exchange:
20.3%
Asset class Assets Assets %
Public Funds $1,897,044,841 30.8%
Private Funds $2,051,025,754 33.3%
Cash $960,840,894 15.6%
Equity - Exchange $1,250,325,008 20.3%
Total $6,159,236,497 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ALPHA PEAK ATLAS VALUE CZGKJ2N8D RWXZL 0.76% $32,872,849
RADIAL SIGNAL OAK EMBER RQYQB3RGS IFIE 2.70% $2,451,776
MERIDIAN MATRIX SIGNAL EMBER TVVT85GYC OCIFO 4.05% $72,684,083
VERTEX CATALYST ATLAS ATLAS 6E6U3V40D CCWK 0.97% $82,975,156
UNISON TIMBER CAPITAL UNISON TIMBER 9V4F0SKXG RHP 9.66% $108,185,017
FRONTIER HORIZON BEACON PRIME RBD5CNK6G VAWWM 11.50% $105,360,579
RIDGE ATLAS PEAK HARBOR N8IYN3H01 EMJ 8.57% $112,347,628
CAPITAL PEAK DELTA EAGLE W7Q59LDRO DASL 11.17% $76,643,579

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