Overview
Assets Under Management: $183 million
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 31
Average Client Assets: $1 million
Frequently Asked Questions
CAITLIN JOHN, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154494), CAITLIN JOHN, LLC is subject to fiduciary duty under federal law.
CAITLIN JOHN, LLC is headquartered in BRIGHTON, MI.
CAITLIN JOHN, LLC serves 31 high-net-worth clients according to their SEC filing dated June 24, 2025. View client details ↓
According to their SEC Form ADV, CAITLIN JOHN, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAITLIN JOHN, LLC manages $183 million in client assets according to their SEC filing dated June 24, 2025.
According to their SEC Form ADV, CAITLIN JOHN, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.65
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,005
Discretionary Accounts: 1,005
Regulatory Filings
CRD Number: 154494
Filing ID: 1998191
Last Filing Date: 2025-06-24 12:20:00
Website: https://cjadvisor.com