Canopy Partners, LLC
● SEC registered since 2023CRD 324812SEC# 801-127366Cincinnati, OH
Reg. AUM
$869M
Employees
7
Accounts
412
Location
Cincinnati, OH
Canopy Partners, LLC assets under management
Canopy Partners, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2023. It reports $869 million in regulatory assets under management and employs 7 people.
Canopy Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Edward Stutenroth Control | Owner & Managing Partner | 25-50% | 2023 |
| Christopher Lee Baucom Control | Owner & Partner | 25-50% | 2023 |
| Justine Marie Kidwell | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Canopy Partners, LLC manage?
Canopy Partners, LLC reports $869 million in regulatory assets under management on its Form ADV.
How many employees does Canopy Partners, LLC have?
Canopy Partners, LLC reports 7 employees.
Where is Canopy Partners, LLC located?
Canopy Partners, LLC is based in Cincinnati, OH and has been SEC-registered since 2023.
Does Canopy Partners, LLC disclose fund performance?
Canopy Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3825 Edwards Road, Suite 420, Cincinnati, OH 45209 |
| Phone | 513-766-3770 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$869M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$869Mregulatory AUM
Discretionary $836.3MNon-discretionary $32.7M