CANOPY PARTNERS, LLC
DBA: CANOPY PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $869.0M |
| Discretionary | $836.3M96% of AUM |
| Non-Discretionary | $32.7M |
| Client Accounts | 412 |
| Avg Account Size | $2.1M |
| Employees | 7 |
| Peak AUM | $869.0MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $869M | +8.7% | — | — | |
| Discretionary AUM | $836M | ||||
Key Metrics
| Total AUM | $869.0M |
| Discretionary | $836.3M |
| Employees | 7 |
| Client Accounts | 412 |
| Client Range | 1-10 |
Contact & Location
Address
3825 EDWARDS ROAD
CINCINNATI OH 45209
Phone
513-766-3770
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$836M
96.2% of AUM
Non-Discretionary
$33M
3.8% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer Custody
Related Entities (Item 7)
Pension Consultant