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CANOPY PARTNERS

CANOPY PARTNERS, LLC

CRD 324812 · SEC 801-127366

Visit website

3825 EDWARDS ROAD, SUITE 420, CINCINNATI, OH, 45209, United States

Phone

513-766-3770

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$869.0M

Discretionary AUM

$836.3M

Team

7 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals8$869.0M

States served

OH

All web addresses on file

Official SEC filing: View on IAPD