CANVAS CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COCONUT GROVE, Florida
CRD number
337587
Registered since
August 6, 2025

Firm profile

FINTRX

Overview

Canvas Capital Management LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser (registration year listed as 2025). The firm is classified as unclassified in the snapshot data and is identified as being owned by a mix of a domestic entity and an individual. FINTRX records Canvas Capital as having a broker-dealer affiliation. The profile does not indicate ESG integration, multi-state advisory status, capital-allocation activities, pension consulting, or related-adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • ALFRED PORTERFIELD

    OperationsCRD 4478888

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COCONUT GROVE, FL

MIAMI DADE

Location

COCONUT GROVE, FL

Headquartered in COCONUT GROVE, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2980 McFarlane Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth