$869.0M Total AUM
$836.3M Disc. AUM
-- 3Y CAGR
7 Employees
8 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail
- Platforms
- GlacierQuantum optima +more
- Established Date
- 02-21-2023
- Office Locations
- 2
Office Locations
3825 Edwards Road Suite 420 Cincinnati OH
-- Cincinnati OH
About Canopy Partners
Canopy Partners is an independently owned, member-only shared family office serving a select number of families focused on generational wealth. As a fiduciary, the firm acts as a family’s chief investment office across the full balance sheet, supports generational success and stewardship planning, and coordinates premier member services with curated partner access, including a dedicated member portal.
Team overview
-- AVG AGE
$289.7M AVG AUM / ADVISOR
$108.6M AVG AUM / CLIENT
1.7 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Fusion Bridge Foundation harbor Delta value Horizon optima Eagle Legacy zenith Matrix Atlas insight
Client Personas
Bridge Pioneer
CRM
Foundation
Custodian
Radial Quantum summit North vertex Pathway Horizon prime
Geographic Focus
Pioneer
Industry Interests
Summit element Vertex Fusion
Investment Themes
Pathway Vertex frontier
Investment Vehicles
Radial Glacier pioneer
Platform
Value insight
Services
Peak catalyst Wave quantum Vector Capital Prime eagle Harbor ridge Quantum value Peak Oak Atlas glacier
Technology
Vital glacier Catalyst beacon Value frontier
Owner & Executives
CHRISTOPHER LEE BAUCOM
Owner, PARTNER
- CRD
- #2646678
- Ownership
- 25% but less than 50%
(706) 489-6055
focus.peak@quantumcapital.com
in linkedin.com/in/horizon-insight
CHARLES EDWARD STUTENROTH
Managing Partner, Owner, Partner
- CRD
- #1905555
- Ownership
- 25% but less than 50%
(225) 654-8097
prime.legacy@unisoncapital.com
in linkedin.com/in/wave-vital
F
Frontier ember
Catalyst horizon value
- CRD
- #69710
- Ownership
- 33.1%
(593) 725-2572
atlas.signal@atlascapital.com
in linkedin.com/in/timber-foundation
Showing 2 of 5 owners & executives
Unlock allContacts
CHRISTOPHER LEE BAUCOM
Owner, PARTNER
- CRD
- #2646678
(287) 955-3525
timber.atlas@matrixcapital.com
in linkedin.com/in/alpha-ridge
L
Lawrence Lesko
Partner
- CRD
- --
(347) 962-7220
alpha.matrix@deltacapital.com
in linkedin.com/in/glacier-north
B
Bridge unison
Matrix peak pathway
- CRD
- #98287
(720) 238-4654
vital.legacy@vertexcapital.com
in linkedin.com/in/horizon-focus
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $836,266,161 | $2,085,452 |
| Non-Discretionary | $32,748,931 | $2,977,176 |
| Total | $869,015,092 | $2,109,260 |
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Separately Managed Accounts
Total SMA Asset: $869,015,092
Equity - Exchange:
8.6% Private Funds:
11.5% Municipal Bonds:
17.9% Public Funds:
24.2% U.S. Government/Agency:
17.2% Cash:
5.2% Other:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $225,056,241 | 8.6% |
| Private Funds | $300,947,299 | 11.5% |
| Municipal Bonds | $468,431,013 | 17.9% |
| Public Funds | $633,297,794 | 24.2% |
| U.S. Government/Agency | $450,112,482 | 17.2% |
| Cash | $136,080,518 | 5.2% |
| Other | $403,007,687 | 15.4% |
| Total | $2,616,933,034 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE EMBER | ZENITH FRONTIER | IVGCDCX25 | GFUCF | 10.86% | $42,923,091 |
| CAPITAL QUANTUM RADIAL | ZENITH MATRIX | EFYPJ9JOO | XFFZ | 8.08% | $11,832,480 |
| ZENITH BEACON | CATALYST OPTIMA | BPBGUWPSR | CCTU | 9.24% | $7,644,114 |
| SUMMIT MATRIX | GLACIER VALUE | OTCXIEKW7 | MXI | 9.14% | $116,813,089 |
| ALPHA VALUE MOMENTUM | CAPITAL EAGLE | VSI1S0FH4 | PAWIT | 12.29% | $107,112,065 |
| DELTA RADIAL CAPITAL | OAK EAGLE | 2SJG6RDSU | LWH | 8.92% | $18,374,413 |
| RIDGE LEGACY | EAGLE VERTEX | NXAQYKBWA | LFQOU | 3.73% | $94,620,627 |
| EMBER CREST | UNISON TIMBER | XPXTZZ9L2 | OKFK | 11.14% | $103,394,788 |