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 registered investment adviser, SEC-registered since 2019. The firm serves both individual and family clients as well as institutional investors and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting services. Canvas reports it is not an active ESG investor.
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 Equities44%
- Public Funds/Mutual Funds27%
- Private Funds21%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 128Active vs passive
$285M in ETFs
70%
$199M
29%
$86.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $31.1M | 185,051 | 10.90% |
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
Similar firms
Bldr Wealth LLC
RIAShawnee, KS
PCG Wealth Management
RIAOverland Park, KS
Prevail Innovative Wealth Advisors, LLC
RIALeawood, KS
Clayton Wealth Partners
RIATopeka, KS
Legacy Financial Strategies, LLC
RIAOverland Park, KS
Greenup Street Wealth Management LLC
RIAOverland Park, KS