Canopy Partners

RIASEC Registered
Total AUM
$869M
Discretionary
$836M
96% of AUM
Avg account
$2.1M
Accounts
412
Employees
7
Advisory reps
6

Firm details

Headquarters
Cincinnati, Ohio
CRD number
324812
Registered since
February 21, 2023
Website
www.canopy-partners.com
Custodians
SCHWAB ADVISOR SERVICES
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Canopy Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm positions itself as a capital allocator serving primarily individual and family clients through a mix of portfolio management, financial planning, and the selection of external advisers. Its fee model combines a percentage-of-AUM component with fixed fees. Canopy Partners lists an insurance company affiliation among its industry ties and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Private Funds 24%, State & Local Bonds 14%, Public Funds/Mutual Funds 13%, US Government Bonds 2%, Cash & Cash Equivalents 1%, Other 1%45%
  • Exchange Traded Equities45%
  • Private Funds24%
  • State & Local Bonds14%
  • Public Funds/Mutual Funds13%
  • US Government Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$109M in ETFs

Passive

77%

$83.9M

Active

23%

$25.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$14.7M39,15113.43%
Unlock additional holdings →

Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
3825 Edwards Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth