Marion, VA Office

Team
Updated today
Capital Advisor Network logo

Capital Advisor Network

Team

Firm-wide stats for Capital Advisor Network

Total advisors

8

Across 4 offices

Clients per advisor

113 Very High

Avg AUM per client

$135,281 Very Low

HNW client ratio

7% Very Low

About

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.

Based on Capital Advisor Network

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Capital Advisor Network

Occupation focus

Founder/Business Owner Executive

Based on Capital Advisor Network

Location

115 East Main Street

Marion VA 24354

Advisors at this office

3

Advisors at this office

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Marion F

Series 65

Marion, VA

Capital Advisor Network

Marion Fleshman is a financial advisor at Capital Advisor Network with six years of industry experience. She holds the Series 65 designation and has worked at Capital Advisor Network since 2019. In addition to her advisory role, she serves as a bookkeeper for the Rye Valley Water Authority and is a 5% owner of Duchess Dairy Products. Capital Advisor Network is a six-advisor team providing investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio monitoring and reporting.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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William E

Series 63, Series 65, Series 66

Marion, VA

Capital Advisor Network

William Evans III is a financial advisor at Capital Advisor Network with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Center Street Securities and Brookstone Capital Management. Outside of his advisory role, Mr. Evans is involved in independent insurance sales, owns Granite 401k Advisors which provides administrative and consulting services for employer-sponsored retirement plans, and participates in consulting activities with Appalachian Strategy Group, LLC, where he assists with tax equity and planning services and makes client referrals to a law firm. Capital Advisor Network serves a diverse client base including individual and high-net-worth investors, institutions, charitable organizations, trusts, and retirement plans. The firm employs a data-driven, tactical approach to asset allocation and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to private investment opportunities.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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William J

Series 63, Series 65

Marion, VA

Capital Advisor Network

William Johnson is a financial advisor at Capital Advisor Network with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Shirleys Market for over two decades. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to support portfolio management and financial planning.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
View complete list of advisors at this office
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