Canopy Partners
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 324812
- Registered since
- February 21, 2023
- Website
- www.canopy-partners.com
- Custodians
- SCHWAB ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Canopy Partners LLC is an independent registered investment adviser that acts as a capital allocator for high‑net‑worth individuals and families. Founded as an SEC‑registered adviser in 2023 and owned by an individual, the firm provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include both percentage‑of‑AUM and fixed fees. Canopy does not identify as an active ESG investor, is not a multi‑state adviser per the filing, and lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
- Private Funds24%
- State & Local Bonds14%
- Public Funds/Mutual Funds13%
- US Government Bonds2%
Owners & executives
2 of 2
Patrick Hayes
Chief Compliance OfficerCRD 6571587
Justine Kidwell
Chief Compliance OfficerCRD 4290636
Contacts
3 of 4
Charles Stutenroth
Managing PartnerCRD 1905555
Scott Mahon
PartnerCRD 7848328
Christopher Baucom
Partner, Senior Investment ConsultantCRD 2646678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$219M in ETFs
78%
$171M
22%
$47.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $14.8M | 39,895 | 6.74% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 3825 Edwards Rd
- Time zone
- ET (UTC-5)
- Office locations
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