Canopy Capital Group is an SEC registered investment adviser organized as a corporation with a primary office location in Woburn, MA. Its latest Form ADV filing, dated March 28, 2026, reports $1.3B in regulatory assets under management, 11 employees, and 285 accounts.
Assets Under Management
$1.3B
Employees
11
Offices
--
Total Clients
9
Primary office
WOBURN, MA
237 LEXINGTON STREET, SUITE 207, WOBURN, MA, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 28, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
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 Accounts285
10Y AUM Change+$1.3B
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee1:1
10Y Employee Change+7 (+175.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.