CANOPY FINANCIAL SOLUTIONS

CANOPY FINANCIAL SOLUTIONS is an SEC-registered investment adviser (CRD 332951). Regulatory assets under management: $9.1M.

Registration

• CRD: 332951
• Type: Registered investment adviser
• Phone: 919-218-4503
• Latest filing: 2026-03-05
• Regulatory AUM: $9.1M
• Discretionary AUM: $9.1M
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM, Hourly, Fixed.

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 332951 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search