Canvas Wealth Advisors, LLC
Firm details
- Headquarters
- Shawnee, Kansas
- CRD number
- 306343
- Registered since
- December 11, 2019
- Website
- canvaswealthadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.24%
- Individuals13.52%
- Corporations / Businesses5.16%
- Charitable Organizations2.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Canvas Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2019. The firm serves individual and family clients alongside institutional relationships, delivering financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. Advisory services also include pension consulting. Fee arrangements are a mix of percentage-of-AUM, hourly, and fixed-fee structures. Canvas does not market itself as an ESG investor and is not described as a capital allocator; its model centers on directly managing client portfolios and managing pooled vehicles rather than operating primarily as an allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities44%
- Public Funds/Mutual Funds27%
- Private Funds21%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
1 of 1
Luke Ross
COOCRD 7285916
Contacts
3 of 8
Reed Roney
Wealth PlannerCRD 7703927
Landon Fisher
InternCRD 8218161
Drew Waldron
FounderCRD 4999151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$287M in ETFs
68%
$195M
31%
$92.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $31.6M | 192,444 | 11.01% |
Location
Shawnee, KS
Johnson
Location
Shawnee, KS
Headquartered in Shawnee, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 6136 Nieman Rd
- Time zone
- CT (UTC-6)
- Office locations
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