$84.1M Total AUM
$84.0M Disc. AUM
-- 3Y CAGR
3 Employees
44 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PrimeBeacon focus
- Established Date
- 05-10-2017
- Office Locations
- 1
Office Locations
9900 Corporate Campus Drive Suite 2100 Louisville KY
About Canopus Wealth Management
Canopus Wealth Management is a Louisville-based RIA. The firm has been operating for 9 years. Managing $84.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
56 AVG AGE
$28.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Matrix Atlas element
Custodian
Matrix Catalyst crest
Investment Themes
Fusion
Investment Vehicles
Ridge
Services
Glacier quantum Value North Pioneer matrix Legacy zenith Zenith insight Ember
Technology
Focus oak Radial
Owner & Executives
STEVEN MADISON ALDRIDGE
Chief Compliance Officer, Managing Member
- CRD
- #2554962
- Ownership
- 25% but less than 50%
(222) 401-6810
wave.radial@vertexcapital.com
in linkedin.com/in/unison-frontier
S
STEPHEN CLARK COLLINS
Chief Investment Officer, Senior Investment Advisor
- CRD
- #2310702
- Ownership
- 25% but less than 50%
(226) 394-9797
atlas.frontier@vectorcapital.com
in linkedin.com/in/pathway-horizon
V
Vertex eagle
Oak vertex catalyst
- CRD
- #14507
- Ownership
- 46.1%
(516) 365-2457
pathway.summit@wavecapital.com
in linkedin.com/in/element-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,993,364 | -- |
| Non-Discretionary | $85,161 | -- |
| Total | $84,078,525 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,078,525
Public Funds:
10.4% Equity - Exchange:
10.6% U.S. Government/Agency:
14.6% Cash:
25.0% Corporate - Investment Grade:
32.0% Municipal Bonds:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $755,663,506 | 10.4% |
| Equity - Exchange | $770,195,497 | 10.6% |
| U.S. Government/Agency | $1,060,835,307 | 14.6% |
| Cash | $1,816,498,813 | 25.0% |
| Corporate - Investment Grade | $2,325,118,481 | 32.0% |
| Municipal Bonds | $537,683,648 | 7.4% |
| Total | $7,265,995,252 | 100.0% |