Data / Investment advisers / Michigan / Simplyria Advisor Network
Simplyria Advisor Network, Brighton, MI: $215 million AUM, SEC registered investment adviser
Simplyria Advisor Network is an SEC registered investment adviser with its main office in Brighton, Michigan and reports $215 million in regulatory assets under management in its Form ADV filed September 30, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 154494
- SEC file number
- 801-110731
- SEC status
- Approved, effective June 26, 2017
- Legal name
- Caitlin John, LLC
- Main office
- 1024 E. Grand River Ave Suite B, Brighton, MI 48116
- Phone
- (810) 355-1325
- Website
- simplyria.com
- Regulatory AUM
- $214,892,486 in the Form ADV filed September 30, 2026
- Discretionary AUM
- $210,775,941
- Non discretionary AUM
- $4,116,545
- Accounts
- 1,158
- Employees
- 29, of which 25 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 13
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 556 | $115.4 million |
| High net worth individuals | 46 | $94 million |
| Pension and profit sharing plans | Fewer than 5 | $4.9 million |
| Corporations or other businesses | Fewer than 5 | $523,421 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $214.9 million | March 26, 2026 |
| December 1, 2025 | $183.4 million | September 22, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northern Edge Wealth Management | Marquette | $246.9 million | Not listed | adviserinfo.sec.gov |
| Clear Ridge Wealth Management, LLC | Kalamazoo | $244.6 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Wealth Management Group, Inc. | Plymouth | $243.7 million | Not listed | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | adviserinfo.sec.gov |
| Richmond Brothers, Inc. | Jackson | $240.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Simplyria Advisor Network on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.