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CANVAS WEALTH ADVISORS, LLC
CRD 306343File 801-117767
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$929.2M
Above cohort median (national)
Discretionary AUM
$902.8M
Non-discretionary $26.4M
Clients
553
3,033 accounts
Employees
11
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 11, 2019
- Principal office
- 6136 NIEMAN ROAD, SHAWNEE, KS, 66203
- Phone
- 913-991-8471
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $929.2M
- Discretionary AUM
- $902.8M
- Non-discretionary AUM
- $26.4M
- Discretionary accounts
- 3,021
- Non-discretionary accounts
- 12
- Total accounts
- 3,033
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $47.9M |
| Charitable organizations | 5 | $19.3M |
| High net worth individuals | 222 | $736.3M |
| Individuals (other than high net worth individuals) | 315 | $125.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

