Canvas Wealth Advisors, LLC
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Learn more about Canvas Wealth Advisors, LLC
Overview
Canvas Wealth Advisors, LLC operates as a financial advisor firm headquartered in Shawnee, Kansas. The company has $434.0 million in total assets over 1,742 accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). The firm has a small group, including 9 financial advisors. Canvas Wealth Advisors, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as bonds, equities and options.
Canvas Wealth Advisors, LLC administers all of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments without requiring the customer's consent. The advisory firm's average account size is $249,166. An average financial advisor at Canvas Wealth Advisors, LLC administers around 194 client accounts.
The firm's central office is at 6136 Nieman Road, Shawnee, Kansas 66203. It is legally permitted to serve clients throughout a few states, including Kansas, Missouri, Nebraska and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Canvas Wealth Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$434.0 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
10
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,742
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$249.2 thousand
Products and Services
Canvas Wealth Advisors, LLC provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Notably, it did not provide any of its customers with financial planning services in the previous financial year. The company is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on which services are offered. Fee types charged by Canvas Wealth Advisors, LLC can include any combination of the following fee types: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with retail investors, high net worth investors, charitable organizations and corporations. Out of its 1,742 customers, Canvas Wealth Advisors, LLC's largest client group is retail investors, though it also manages money for 130 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 38.35%
- Other Individuals - 57.23%
- Corporations - 2.95%
- Charitable Organizations - 1.47%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Canvas Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Canvas Wealth Advisors, LLC
Shawnee, KS
Shawnee, KS
Shawnee, KS
Shawnee, KS
Shawnee, KS
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