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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 08-21-2012
- Office Locations
- 3
Office Locations
About Canal Capital Management, LLC
Canal Capital Management is an independent Richmond, VA boutique RIA providing investment management, integrated financial planning and proactive tax planning, with added family office, real estate, and business transition consulting. They serve executives, entrepreneurs, families, professionals, business owners, and select institutions, with a risk-management and capital-preservation orientation and portfolios that can incorporate ETFs and other pooled vehicles. Custody includes Schwab.
Team overview
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Platform
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Owner & Executives
EVERETT NEIL GILLISS
Chief Compliance Officer, Managing Member, President
- CRD
- #4064036
- Ownership
- 75% or more
NOAH CHARLES PERRY GREENBAUM
Director
- CRD
- #5596246
- Ownership
- 5% but less than 10%
Bridge quantum
Harbor fusion
- CRD
- #16959
- Ownership
- 16.2%
Showing 2 of 3 owners & executives
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Cooper James Casillas
--
- CRD
- #7222133
JARROD MICHAEL FEINSTEIN
Portfolio Manager
- CRD
- #4681400
Quantum insight
Catalyst north
- CRD
- #37019
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,148,015,416 | $584,827 |
| Non-Discretionary | $136,475,954 | $5,459,038 |
| Total | $1,284,491,370 | $646,122 |
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Separately Managed Accounts
Total SMA Asset: $1,101,790,670
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,642,794,056 | 20.4% |
| Public Funds | $1,546,159,111 | 19.2% |
| Private Funds | $2,013,228,009 | 25.0% |
| Municipal Bonds | $2,142,074,602 | 26.6% |
| Sovereign Bonds | $708,656,259 | 8.8% |
| Total | $8,052,912,037 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL HARBOR GLACIER | OAK NORTH | 17E2OEA1C | HAPZ | 2.29% | $76,646,085 |
| FUSION INSIGHT WAVE | CREST LEGACY | HYF6AGREH | BJRJ | 4.26% | $35,198,937 |
| HARBOR EAGLE | VALUE VERTEX | TCZIZPJXP | KWO | 3.30% | $80,847,287 |
| FRONTIER HARBOR RADIAL | BEACON ATLAS | 0GSO0PR90 | QLFC | 9.37% | $80,516,447 |
| FOUNDATION RADIAL | BRIDGE EAGLE | TJW4JHFKD | DXII | 7.95% | $26,097,847 |
| FRONTIER OPTIMA | FUSION GLACIER | 2IR84MUUE | GHBL | 12.36% | $28,797,152 |
| LEGACY FUSION | PEAK UNISON | X5NHDYKQD | MUXS | 1.76% | $40,826,703 |
| CAPITAL HORIZON INSIGHT | VALUE GLACIER | XQVSVAH8L | SDSMA | 1.18% | $76,874,275 |