Canopy Financial Solutions

Overview

Canopy Financial Solutions is a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements. Canopy does not characterize itself as an ESG-focused allocator, is not set up as a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices