Canny Capital Management, LLC

Overview

Canny Capital Management, LLC is a small, independent registered investment adviser operating as an LLC and focused on individual and family clients. The firm delivers financial planning and discretionary portfolio management for individuals, small businesses and business/institutional clients. Its stated fee approach combines a percentage-of-assets model with the option for hourly fees, which suits the mix of ongoing investment management and standalone planning engagements. Investment activity tilts strongly toward liquid public markets. The firm’s filings show a clear preference for equities and exchange-traded instruments as the primary building blocks of client portfolios, with mutual funds used as supplemental vehicles. Canny Capital does not list third‑party alternative fund managers on its profile and is not flagged as an active ESG investor; allocations appear concentrated in tradable public securities rather than private or illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices