CANBY FINANCIAL ADVISORS

Legal name: CANBY FINANCIAL ADVISORS, LLC

CRD 338797File 801-134723

APPROVED

Retail clients

Filing as of Jun 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$729.4M

Above cohort median (national)

Discretionary AUM

$622.8M

Non-discretionary $106.6M

Clients

382

390 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Nov 19, 2025
Principal office: 161 WORCESTER ROAD, SUITE 408, FRAMINGHAM, MA, 01701
Phone: 508-598-1082
Website: https://www.linkedin.com/company/canby-financial-advisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $729.4M
Discretionary AUM: $622.8M
Non-discretionary AUM: $106.6M
Discretionary accounts: 382
Non-discretionary accounts: 8
Total accounts: 390
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	184	$559.7M
Pension and profit sharing plans	8	$106.8M
Individuals (other than high net worth individuals)	190	$62.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.