# CANOPY 360 WEALTH, LLC

CANOPY 360 WEALTH, LLC of OCALA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 296771
- Type: SEC-registered investment adviser
- SEC file number: 801-113494
- Location: 104 SE 1ST AVENUE, SUITE B, OCALA, FL, 34471
- Phone: (352) 369-1120
- Latest filing: 2026-01-23
- Regulatory AUM: $382.8M
- Discretionary AUM: $323.7M
- Non-discretionary AUM: $59.1M
- Clients: 9
- Accounts: 949

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Russell Clay Lindsay | MEMBER | — |
| Lance Montgomery Powers | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Jamie Gump Losito | MEMBER | — |
| LINDSAY RUSSELL CLAY | MEMBER | — |
| POWERS LANCE MONTGOMERY | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| LOSITO JAMIE GUMP | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296771/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296771/similar
- Related entities: https://search.stillhousedata.com/firm/296771/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296771

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.