Canal Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 24, 2026, reports $1.3B in regulatory assets under management, 6 employees, and 1,988 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.1% of total clients.
Top client categories% of clientsClients
1
HNWI
69.1%
288
2
Individuals
24.5%
102
3
Charitable
2.6%
11
4
Pooled Investment Vehicles
1.9%
8
5
Pension Plans
1.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 24, 2026
Discretionary89.4%
$1.1B
89% of total RAUM89.4%
Non-discretionary10.6%
$136M
11% of total RAUM10.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts1,988
10Y AUM Change+$1.0B (+366.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee70:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.