Canvas Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shawnee, KS. Its latest Form ADV filing, dated January 23, 2026, reports $929M in regulatory assets under management, 11 employees, and 3,033 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
315
2
HNWI
40.1%
222
3
Corporations
2.0%
11
4
Charitable
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$929Mas of January 23, 2026
Discretionary97.2%
$903M
97% of total RAUM97.2%
Non-discretionary2.8%
$26M
3% of total RAUM2.8%
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$929M
Total Accounts3,033
10Y AUM Change+$929M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee50:1
10Y Employee Change+4 (+57.1%)
* 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.