CANBY FINANCIAL ADVISORS

Overview

Canby Financial Advisors is an independent registered investment adviser operating as a limited liability company and structured to serve both individual/family and institutional clients. The firm acts as a capital allocator and provides fee-based financial planning, portfolio management for individuals and small businesses, management for business and institutional accounts, and selection of other advisers when clients require outside expertise. Its fee structure includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which supports flexible engagement models across wealth management and institutional mandates. Investment activity centers on publicly offered pooled products—mutual funds and public funds—paired with third-party manager relationships when specialized exposure is needed. The firm is not an active ESG investor, and it does not market itself as a multi-state adviser. Canby Financial Advisors positions itself to manage discretionary mandates while also accommodating non-discretionary relationships where clients retain decision authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices