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CANOPY PARTNERS
Legal name: CANOPY PARTNERS, LLC
CRD 324812File 801-127366
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$869.0M
Above cohort median (national)
Discretionary AUM
$836.3M
Non-discretionary $32.7M
Clients
8
412 accounts
Employees
7
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 21, 2023
- Principal office
- 3825 EDWARDS ROAD, SUITE 420, CINCINNATI, OH, 45209
- Phone
- 513-766-3770
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $869.0M
- Discretionary AUM
- $836.3M
- Non-discretionary AUM
- $32.7M
- Discretionary accounts
- 401
- Non-discretionary accounts
- 11
- Total accounts
- 412
- AUM per client
- $108.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $869.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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
- No
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.