C
CRD: 322475
Canvas Retirement Planning LLC
Omaha, NE
4023003106
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2023
- Office Locations
- 1
Office Locations
-- Omaha NE
About Canvas Retirement Planning LLC
Canvas Retirement Planning LLC is a Omaha-based RIA. The firm has been operating for 3 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Wave element
Investment Themes
Optima prime Meridian atlas
Investment Vehicles
Atlas prime
Services
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Owner & Executives
Q
Quintin Scott Smith
Chief Compliance Officer, Chief Executive Officer, Owner, PRINCIPAL
- CRD
- #7597995
- Ownership
- 75% or more
(861) 968-3831
glacier.matrix@embercapital.com
in linkedin.com/in/wave-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,364,910 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,364,910 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,364,910
Public Funds:
39.7% U.S. Government/Agency:
16.5% Equity - Exchange:
35.6% Cash:
8.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,553,666,349 | 39.7% |
| U.S. Government/Agency | $1,476,964,603 | 16.5% |
| Equity - Exchange | $3,186,663,023 | 35.6% |
| Cash | $734,006,652 | 8.2% |
| Total | $8,951,300,627 | 100.0% |