Margaret
Smith
Canal Capital Management, LLC
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About this Advisor
Margaret Smith is a certified financial planner operating out of Richmond, Virginia with 9 years of relevant experience. Smith is on the advisory team at Canal Capital Management, LLC. Smith has gained experience at Canal Capital Management, LLC, Haxall Point Ii, Gp LLC, Hp Mh I Gp, LLC, Haxall Institutional Partners I, LLC, Haxall Institutional Partners Ii, LLC, Haxall Point Iii Gp, LLC and Heritage Wealth Advisors. Smith maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in Virginia. Canal Capital Management, LLC is a firm based in Richmond, VA. It handles $917 million in total assets between its 1,683 customer accounts, placing it among the larger firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 1,683 accounts, 62% are associated with high-net-worth investors who have at least $1 million in assets. Canal Capital Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial management fee schedules typically depend on which service is offered. However, fee types charged by Canal Capital Management, LLC likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Canal Capital Management, LLC Brokerage Details
$916,863,771
10
1,683
$544,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Margaret Smith Work History
Margaret has been registered as a financial advisor for 9 years.*
Haxall Point Iii Gp, LLC
Haxall Point Ii, Gp LLC
Hp Mh I Gp, LLC
Haxall Institutional Partners I, LLC
Haxall Institutional Partners Ii, LLC
Canal Capital Management, LLC
Heritage Wealth Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Margaret Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Canal Capital Management, LLC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
