9 South 5th Street
Richmond, Virginia 23219
Tel: 804-325-1450
CANAL CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CANAL CAPITAL MANAGEMENT, LLC. The firm was established in 08/21/2012. They have over 1 offices throughout the country.
CANAL CAPITAL MANAGEMENT, LLC is a Richmond, Virginia based Financial Planning firm with nearly $1,076,611,924 assets under management, offering retirement planning & investment advisory services to 1781 clients. The firm is staffed with 8 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164971 |
| SEC# | 801-77036 |
| Assets Managed by Firm | $1,076,611,924 |
| No. of Clients | 1781 |
| No. of Advisors | 8 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1781 | $1,076,611,924 |
| Individuals (other than high net worth individuals) | 113 | $28,037,064 |
| High net worth individuals | 259 | $797,148,762 |
| Pension and profit sharing plans | 13 | $13,600,372 |
| Charitable organizations | 12 | $35,716,051 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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