Canopy Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 19, 2026, reports $869M in regulatory assets under management, 7 employees, and 412 accounts.
Assets Under Management
$869M
Employees
7
Offices
--
Total Clients
8
Primary office
CINCINNATI, OH
3825 EDWARDS ROAD, SUITE 420, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$869Mas of March 19, 2026
Discretionary96.2%
$836M
96% of total RAUM96.2%
Non-discretionary3.8%
$33M
4% of total RAUM3.8%
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$869M
Total Accounts412
10Y AUM Change+$869M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change+6 (+600.0%)
* 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.