Canopy Partners

Overview

Canopy Partners is an independent, individual-owned RIA organized as a limited liability company and registered with the SEC in 2023. The firm serves high-net-worth individuals and families, charging either a percentage of assets under management or fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers — it also identifies itself as a capital allocator, placing client capital with external managers rather than relying solely on in-house strategies. Canopy Partners reports no active ESG investing program and does not operate as a multistate adviser; it lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives