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| Canvas Wealth Advisors LLC
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|---|---|
| CRD # | 306343 |
| SEC # | 801-117767 |
| CIK # | 0001858782 |
| AUM | $929.2 M (2026-05-17) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 913-991-8471 |
| Address | 6136 Nieman Road Shawnee, KS 66203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Capitol Investment Corp IV | 70.7 | ||
| Alphabet Inc | 40.8 | ||
| Apple Inc | 30.9 | ||
| Microsoft Corp | 30.7 | ||
| Amazon Com Inc | 28.8 | ||
| Advanced Micro Devices Inc | 23.4 | ||
| Nvidia Corp | 23.0 | ||
| Tesla Motors Inc | 18.0 | ||
| Uber Technologies Inc | 17.3 | ||
| Palo Alto Networks Inc | 16.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Canvas Flint 94 Center LLC | [2024-06-13] | 10.9 | 0.0 |
| 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] | 17.5 | 55.2 |
| RE | Canvas Oasis Lakeport LLC | [2024-06-13] | 10.5 | 33.2 |
| RE | Canvas Southern AZ Logistics Center LLC | [2024-06-13] | 15.0 | 0.0 |
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 125.7 |
| (b) Individuals (high net worth individuals) | 222 | 736.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 19.3 |
| (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 | 47.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,033 | 929.2 |
| By Discretionary | ||
| Discretionary | 3,021 | 902.8 |
| Non-Discretionary | 12 | 26.4 |
| Total | 3,033 | 929.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 929.2 | |
| Total | 3,033 | 929.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Tegethoff | 2 | 2 | ||
| Frederick Ross | 2 | 2 | ||
| Drew Waldron | 10 | 1 | ||
| Canvas Wealth Advisors LLC | 9 | 1 | ||
| Tegethoff Development LLC | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001858782] |
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|---|---|---|
|
Arista Wealth Management LLC
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|
NV | 1.2 |
|
Verity Asset Management Inc
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NC | 1.2 |
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Portfolio Strategies Inc NY
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NJ | 1.0 |
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Rovin Capital LLC
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AZ | 0.9 |
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Westwind Capital
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NM | 0.8 |
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G2 Capital Management LLC
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OH | 0.8 |
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Towercrest Capital Management LLC
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PA | 0.7 |
|
Acumen Wealth Advisors LLC
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TN | 0.6 |
|
FCA Corp
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TX | 0.6 |
|
Regis Metro Associates Inc
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CA | 0.6 |