CANAL CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 164971
- Registered since
- August 21, 2012
- Website
- canalcapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI79.18%
- Pooled Investment Vehicles14.22%
- Charitable Organizations2.85%
- Individuals2.5%
- Pension & Profit Sharing Plans1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Canal Capital Management, LLC is an independent, SEC-registered investment adviser (formed in 2012) organized as an LLC under individual ownership. It serves both individual & family and institutional clients and functions as a capital allocator and sponsor/GP/managing member of pooled investment vehicles. Advisory services include financial planning, portfolio management for individuals/small businesses and for pooled vehicles, and selection of other advisers. The firm also operates insurance brokerage and accounting activities alongside its advisory business. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Canal Capital is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds31%
- Private Funds18%
- State & Local Bonds4%
- Sovereign Bonds2%
Owners & executives
1 of 1EVERETT GILLISS
Partner and Chief Executive OfficerCRD 4064036
Contacts
3 of 5CRAIG TRUITT
Business Development & Investment AssociateCRD 1254434
MARGARET SMITH
DirectorCRD 5137450
NOAH GREENBAUM
Partner & Director Of InvestmentsCRD 5596246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$266M in ETFs
74%
$196M
26%
$70.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $31.3M | 54,306 | 11.77% |
Location
RICHMOND, VA
RICHMOND CITY
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- RICHMOND CITY
- Address
- 9 S 5th St
- Time zone
- ET (UTC-5)
- Office locations
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