$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2024
- Office Locations
- 1
Office Locations
-- Sanford NC
About Canopy Financial Solutions
Canopy Financial Solutions is a fee-only RIA providing custom portfolio management and holistic planning (retirement, estate and tax planning), delivered primarily through a virtual, high-touch client experience with roadmap/checkpoint reviews. Founder Zeke Kelly, ChFC, emphasizes return-focused equity exposure, transparent flat 1% pricing, and complimentary second-opinion and fee reviews.
Team overview
57 AVG AGE
$9.1M AVG AUM / ADVISOR
$434.8K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Michael Steven Kelly
Chief Compliance Officer, Managing Member
- CRD
- #7064859
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,130,156 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,130,156 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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