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| Canvas Wealth Advisors LLC
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| |
|---|---|
| CRD # | 306343 |
| SEC # | 801-117767 |
| CIK # | 0001858782 |
| AUM | $624.2 MM (2024-07-31) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 913-991-8471 |
| Address | 6136 Nieman Road Shawnee, KS 66203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 21.6 | |
| AAPL | 2,382,844.0 | 20.1 | |
| CTOS | 1,339.5 | 17.7 | |
| GOOGL | 1,475,138.5 | 15.0 | |
| AMZN | 1,092,997.8 | 11.0 | |
| UBER | 43,357.6 | 9.6 | |
| MMM | 74,165.4 | 8.7 | |
| AMD | 131,458.5 | 7.8 | |
| NVDA | 399,550.0 | 6.4 | |
| TSLA | 723,390.3 | 6.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Canvas Flint 94 Center LLC | [2024-06-13] | 10.9 | 27.4 |
| RE | Canvas Madison PE LLC | [2024-06-13] | 4.8 | 12.0 |
| RE | Canvas Merriam Grand Station LLC | [2024-06-13] | 6.0 | 25.4 |
| RE | Canvas Oasis Hotel LLC | [2024-06-13] | 9.5 | 32.0 |
| RE | Canvas Oasis Lakeport LLC | [2024-06-13] | 6.7 | 20.0 |
| RE | Canvas Southern AZ Logistics Center LLC | [2024-06-13] | 15.0 | 30.2 |
| RE | Canvas STL Old Hickory LLC | [2024-06-13] | 5.2 | 10.5 |
| RE | Canvas Sycamore Creek LLC | [2024-06-13] | 12.2 | 24.0 |
| RE | RCBM Holdings LLC | [2024-06-13] | 30.0 | 106.7 |
| RE | Ross Signature West Pryor LLC | [2024-06-13] | 4.9 | 14.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 56.9 |
| (b) Individuals (high net worth individuals) | 159 | 437.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 97.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 15.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 17.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,989 | 624.2 |
| By Discretionary | ||
| Discretionary | 1,989 | 624.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,989 | 624.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 624.2 | |
| Total | 1,989 | 624.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jeffrey Tegethoff | 2 | ||
| Frederick Ross | 2 | ||
| Drew Waldron | 10 | ||
| Canvas Wealth Advisors LLC | 9 | ||
| Tegethoff Development LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001858782] |
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