Capital Advisor Network

Capital Advisor Network provides discretionary and non‑discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), institutions, charitable organizations, government entities and trusts. The six‑advisor team reports managing approximately $99.5 million in client assets across roughly 1,151 client relationships and offers both ongoing portfolio management and more limited consulting engagements.

The firm emphasizes data‑driven, algorithmic investment strategies and tactical asset allocation, deploying targeted ETFs, mutual funds, individual equities and fixed income while offering alternative and private investment opportunities to qualified clients. CAN integrates third‑party money managers, uses a risk‑scoring tool (StratiFi) to inform investment profiles, and employs a technology platform for data reconciliation, performance reporting and account administration as part of its monitoring and rebalancing process.

Compared with many peers, CAN’s seven‑office structure is uncommon for a team of this size and suggests a distributed operational model supporting a larger client base. The firm’s documented split between discretionary (about $70.3 million) and non‑discretionary (about $29.2 million) assets, its routine use of TPMMs and ERISA 3(21)/3(38) plan services, and its stated prioritization of algorithmic analytics over traditional theory are distinguishing elements relative to similar team firms.