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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 typeClientsAUM
Other11$47.9M
Charitable organizations5$19.3M
High net worth individuals222$736.3M
Individuals (other than high net worth individuals)315$125.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.