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CANOPY PARTNERS

CINCINNATI, OH · CRD 324812 · IAPD ↗ · canopyfamilyoffice.com · 513-766-3770

$869.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — CANOPY PARTNERS reported RAUM up 34% ($596.8M -> $799.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — CANOPY PARTNERS now reports custody of client assets ($190.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — CANOPY PARTNERS crossed $500M in regulatory AUM ($104.8M -> $596.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — CANOPY PARTNERS grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2024 — CANOPY PARTNERS moved its main office from TERRACE PARK, OH to CINCINNATI, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.