CANOPUS WEALTH MANAGEMENT

CANOPUS WEALTH MANAGEMENT of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 287946). Regulatory assets under management: $84.1M.

Registration

• CRD: 287946
• Type: Registered investment adviser
• Location: 9900 CORPORATE CAMPUS DRIVE, LOUISVILLE, KY, 40223-5010
• Phone: (502) 882-0820
• Latest filing: 2026-05-30
• Regulatory AUM: $84.1M
• Discretionary AUM: $84.0M
• Non-discretionary AUM: $85K
• Clients: 3
• Accounts: 125

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287946 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search