Grand Rapids, MI Schimperle Dr NE Office

Capital Advisor Network serves a broad client base that includes individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm provides investment and wealth management on both discretionary and non-discretionary bases, financial planning and consulting, retirement plan advisory (including ERISA 3(21) and 3(38) services), and introductions to private investment opportunities.

CAN’s investment process emphasizes data analytics and algorithmic signal providers, employing a tactical approach to asset allocation across ETFs, mutual funds, individual equities, fixed income and other instruments, with ongoing monitoring and rebalancing. The firm also uses third‑party money managers for certain mandates and accommodates client-imposed investment restrictions and non-discretionary arrangements.

Noteworthy aspects include a seven-office footprint supporting an eight-advisor team managing roughly $124 million in assets—a multi-office structure that is uncommon for firms of this size. The brochure also discloses that some supervised persons are licensed insurance agents and that certain management personnel provide or refer tax-mitigation consulting services, and it notes the firm introduces private investments without receiving issuer compensation; these affiliations and practices are disclosed as potential conflicts for prospective clients to consider.