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| Happy Holidays!! thanks for using AUM13F!! |
| Canvas Wealth Advisors LLC
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| CRD # | 306343 |
| SEC # | 801-117767 |
| CIK # | 0001858782 |
| AUM | $713.0 M (2025-01-28) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 913-991-8471 |
| Address | 6136 Nieman Road Shawnee, KS 66203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001858782 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 32.0 | ||
| Capitol Investment Corp IV | 28.3 | ||
| Alphabet Inc | 22.8 | ||
| Apple Inc | 22.6 | ||
| Nvidia Corp | 21.5 | ||
| Palantir Technologies Inc | 21.2 | ||
| Amazon Com Inc | 17.3 | ||
| Uber Technologies Inc | 16.6 | ||
| Tesla Motors Inc | 13.1 | ||
| Advanced Micro Devices Inc | 10.4 | ||
| Palo Alto Networks Inc | 6.3 | ||
| 3M Co | 4.8 | ||
| CrowdStrike Holdings Inc | 4.6 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Clorox Co /DE/ | 3.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Canvas Flint 94 Center LLC | [2024-06-13] | 10.9 | 27.4 |
| RE | Canvas Madison PE LLC | [2024-06-13] | 4.8 | 12.0 |
| RE | Canvas Merriam Grand Station LLC | [2024-06-13] | 6.0 | 25.4 |
| RE | Canvas Oasis Hotel LLC | [2024-06-13] | 17.5 | 32.0 |
| RE | Canvas Oasis Lakeport LLC | [2024-06-13] | 10.5 | 20.0 |
| RE | Canvas Southern AZ Logistics Center LLC | [2024-06-13] | 15.0 | 30.2 |
| RE | Canvas STL Old Hickory LLC | [2024-06-13] | 5.2 | 10.5 |
| RE | Canvas Sycamore Creek LLC | [2024-06-13] | 12.2 | 24.0 |
| RE | RCBM Holdings LLC | [2024-06-13] | 30.0 | 106.7 |
| RE | Ross Signature West Pryor LLC | [2024-06-13] | 4.9 | 14.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 82.8 |
| (b) Individuals (high net worth individuals) | 186 | 566.5 |
| (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 | 15.4 |
| (i) State or municipal government entities | 0 | 2.7 |
| (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 | 12 | 45.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,500 | 713.0 |
| By Discretionary | ||
| Discretionary | 2,488 | 689.8 |
| Non-Discretionary | 12 | 23.2 |
| Total | 2,500 | 713.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.0 | |
| Total | 2,500 | 713.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jeffrey Tegethoff | 2 | ||
| Frederick Ross | 2 | ||
| Drew Waldron | 10 | ||
| Canvas Wealth Advisors LLC | 9 | ||
| Tegethoff Development LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001858782] |
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