Caitlin John, LLC

Overview

Caitlin John, LLC is a private investment firm based in Brighton, Michigan, specializing in personalized investment strategies and portfolio management. Founded in 2010 by Ron Briggs, the firm operates as an independent SEC Registered Investment Advisor (RIA), offering a fiduciary-based approach to financial planning and wealth management. The firm's name, Caitlin John, is derived from the middle names of Ron and his wife Kristin's two children, reflecting a personal commitment to their clients. The firm provides a range of services, including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. They emphasize a personalized experience, tailoring their services to meet the specific needs of each client. Their investment approach focuses on dynamic models and allocations designed to mitigate losses and amplify returns, utilizing proprietary algorithms to identify changes in market trends. Caitlin John, LLC is headquartered at 1024 E. Grand River Ave, Brighton, MI 48116. As of September 2025, the firm manages approximately $183.4 million in assets across 1,005 accounts, with an average account size of $182,500. The firm employs 24 individuals, with 20 in investment advisory functions. Their client base includes high-net-worth individuals, other individuals, and corporations. The firm operates in multiple states, including California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Nevada, New Jersey, New York, Pennsylvania, Virginia, Texas, and New Hampshire. Caitlin John, LLC is committed to transparency and client education, providing clients with 24/7 live access to their accounts through custodians such as TD Ameritrade and Folio Institutional. This approach ensures clients have true transparency and peace of mind regarding their investments. The firm's advisors take pride in educating their clients, building trust and a personalized experience that extends beyond traditional wealth management services.