PPrivate Fund Data Log in Join · $37/mo

Canvas Wealth Advisors, LLC

● SEC registered since 2019CRD 306343SEC# 801-117767Shawnee, KS
Export (members)
Ranks #3,106 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$713M
Fund GAV
$288.1M
Private funds
9
Employees
11
Accounts
2,500
Location
Shawnee, KS

Canvas Wealth Advisors, LLC assets under management

Canvas Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Shawnee, KS. The firm has been registered since 2019. It reports $713 million in regulatory assets under management and employs 11 people. Canvas Wealth Advisors, LLC manages 9 private funds with combined gross assets of $288.1 million, including Rcbm Holdings LLC. By regulatory assets, it ranks 3,106 of 5,911 private fund managers.

Canvas Wealth Advisors, LLC private funds

9 funds · $288.1M GAV
FundTypeGross assetsMin.
Rcbm Holdings LLCReal Estate$106.7M$80K
Canvas Oasis Hotel LLCReal Estate$32M$25K
Canvas Southern Az Logistics Center LLCReal Estate$30.2M$25K
See all 9 funds — unlock the full record.
Join to unlock · $37/mo

Canvas Wealth Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
Christopher M RossLlc ManagerUnder 5%2019
Christopher M. Ross Revocable TrustLlc Member10-25%2019
Drew & Nikita Waldron Living Trust ControlLlc Member50-75%2019
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Canvas Wealth Advisors, LLC manage?

Canvas Wealth Advisors, LLC reports $713 million in regulatory assets under management on its Form ADV.

How many private funds does Canvas Wealth Advisors, LLC manage?

Canvas Wealth Advisors, LLC manages 9 private funds with combined gross assets of $288.1 million.

How many employees does Canvas Wealth Advisors, LLC have?

Canvas Wealth Advisors, LLC reports 11 employees.

Where is Canvas Wealth Advisors, LLC located?

Canvas Wealth Advisors, LLC is based in Shawnee, KS and has been SEC-registered since 2019.

Does Canvas Wealth Advisors, LLC disclose fund performance?

Canvas Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6136 Nieman Road, Shawnee, KS 66203
Phone913-991-8471
Office hours5-Aug
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$689.8M
Non-discretionary$23.2M
Total (RAUM)$713M

Service providers