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, owner-operated registered investment adviser first registered with the SEC in 2012. The firm acts as a capital allocator for both individual/family and institutional clients and provides a mix of financial planning and portfolio management services, including management of pooled investment vehicles and selection of other advisers. Its fee arrangements include percentage-of-assets, fixed fees and performance-based fees. Canal Capital also operates on the insurance brokerage and accounting side and serves as sponsor/GP/managing member of pooled vehicles. The firm does not position itself as an ESG-driven investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Everett Gilliss
Partner and Chief Executive OfficerCRD 4064036
Contacts
3 of 6
Margaret Smith
DirectorCRD 5137450
Cooper Casillas
AssociateCRD 7222133
Noah Greenbaum
Partner & Director Of InvestmentsCRD 5596246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$298M in ETFs
74%
$220M
25%
$77.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $30.8M | 41,878 | 10.36% |
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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