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Simplyria Advisor Network

Financial planning in Brighton, MI

SEC registeredNo commissions reported

Call (810) 355-1325Send a messageMap ↗

Public-record details

Address
1024 E. Grand River Ave, Suite B, Brighton, MI 48116
Phone
(810) 355-1325
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Caitlin John, LLC
CRD number
154494
Registration
SEC registered since 2017-06-26
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$214.9 million
Accounts managed
1,158
Clients reported (Form ADV 5.D)
602
Individual / high-net-worth clients
556 / 46
Employees
29
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-11

SEC registered investment adviser, CRD 154494, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Brighton

Castle Wealth Group Investments LLC8273 Grand River Avenue, Suite 220 · Brighton, MI 48114 · (844) 885-4200 · Financial planningCRD 318990 · % of assets, Fixed fees · $62.1 million AUMState registeredNo commissions reportedFiducial Partners LLC2020 Grand River Anx, Suite 400 · Brighton, MI 48114 · (248) 309-2824 · % of assets managedCRD 294063 · % of assets · $1.5 million AUMState registeredNo commissions reportedFoguth Wealth Management, LLC.325 W. Main St. · Brighton, MI 48116 · (810) 522-5650 · Financial planningCRD 327434 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedForever Young Integrated Wealth7600 Grand River Road, Suite 150 · Brighton, MI 48114 · (810) 220-4900 · % of assets managedCRD 334437 · % of assets · $61.7 million AUMState registeredNo commissions reportedOld Oak Financial Planning, INC.7077 Fieldcrest Dr., Suite 400 · Brighton, MI 48116 · (810) 220-4400 · Financial planningCRD 122500 · % of assets, Hourly charges, Fixed fees · $160.3 million AUMSEC registeredNo commissions reportedPatrick Financial Group LLC.Millpond Parke Office Building, 824 West Grand River Avenue · Brighton, MI 48116 · (810) 225-9876 · % of assets managedCRD 124610 · % of assets · $170.4 million AUMSEC registeredNo commissions reportedPinnacle Wealth Management, INC.7600 Grand River, Suite 220 · Brighton, MI 48114 · (810) 220-6322 · Financial planningCRD 166853 · % of assets, Hourly charges, Fixed fees · $118.1 million AUMSEC registeredNo commissions reportedRidge Investment Advisors748 W. Grand River Ave, Suite D · Brighton, MI 48116 · (312) 944-3400 · % of assets managedCRD 111997 · % of assets · $37.6 million AUMState registeredNo commissions reported

All 11 in Brighton →