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Canvas Wealth Advisors, LLC

● SEC registered since 2019CRD 306343SEC# 801-117767Shawnee, KS
Export (members)
Ranks #3,097 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$929.2M
Fund GAV
$267M
Private funds
9
Employees
11
Accounts
3,033
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 $929.2 million in regulatory assets under management and employs 11 people. Canvas Wealth Advisors, LLC manages 9 private funds with combined gross assets of $267 million, including Rcbm Holdings LLC. By regulatory assets, it ranks 3,097 of 6,004 private fund managers.

Canvas Wealth Advisors, LLC private funds

9 funds · $267M GAV
FundTypeGross assetsMin.
Rcbm Holdings LLCReal Estate$106.7M$80K
Canvas Oasis Hotel LLCReal Estate$55.3M$25K
Canvas Oasis Lakeport LLCReal Estate$33.3M$25K
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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
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Frequently asked questions

How much does Canvas Wealth Advisors, LLC manage?

Canvas Wealth Advisors, LLC reports $929.2 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 $267 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 hours8-5
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$929.2M▲ 30%
Jan '25 — $713MFeb '25 — $713MMar '25 — $713MApr '25 — $713MMay '25 — $713MJun '25 — $713MJul '25 — $713MAug '25 — $713MSep '25 — $713MOct '25 — $713MNov '25 — $713MDec '25 — $713MJan '26 — $929.2MFeb '26 — $929.2MMar '26 — $929.2MApr '26 — $929.2MMay '26 — $929.2MJun '26 — $929.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
AUM vs fund managersTop 52%
Larger than 48% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$929.2Mregulatory AUM
Discretionary $902.8MNon-discretionary $26.4M

Service providers