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CANAL CAPITAL MANAGEMENT, LLC

9 South 5th Street
Richmond, Virginia 23219
Tel: 804-325-1450

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About CANAL CAPITAL MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#164971
SEC#801-77036
Assets Managed by Firm$1,076,611,924
No. of Clients1781
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Other (GENERAL BUSINESS CONSULTING & TAX SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1781$1,076,611,924
Individuals (other than high net worth individuals)113$28,037,064
High net worth individuals259$797,148,762
Pension and profit sharing plans13$13,600,372
Charitable organizations12$35,716,051

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