$929.2M Total AUM
$902.8M Disc. AUM
20.5% 3Y CAGR
11 Employees
563 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Mainstar Trust
- Clients
- Retail and Institutional
- Platforms
- EagleSummit +more
- Established Date
- 10-01-2019
- Office Locations
- 1
Office Locations
6136 Nieman Road Shawnee KS
About Canvas Wealth Advisors, LLC
Canvas Wealth Advisors is a Kansas City-based RIA providing financial planning and investment management for individuals, families, and business owners nationwide. The firm is backed by the research and investment teams at Goldman Sachs and builds portfolios largely with ETFs and other pooled vehicles, including access to private funds/alternatives. Uses Black Diamond and custodies primarily with Fidelity/NFS; referral-driven growth is a core channel.
Team overview
32 AVG AGE
$92.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
4.5 yrs AVG TENURE
11 Employees
10 Advisory Reps
6 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ember vector Harbor Legacy delta Peak
Client Personas
Delta Crest catalyst
Custodian
Prime element Signal Peak north Vertex beacon Pioneer ember Vector vital Fusion Oak Vertex harbor
Investment Themes
Momentum Pathway radial Peak catalyst
Investment Vehicles
Summit
Platform
Zenith vector Vital radial
Services
Atlas element Foundation Legacy unison Foundation unison Catalyst Value alpha Quantum bridge
Technology
Matrix delta Summit vector North Meridian
Owner & Executives
C
Christopher M Ross
--
- CRD
- --
- Ownership
- Less than 5%
(545) 763-5173
zenith.element@radialcapital.com
in linkedin.com/in/fusion-signal
D
DREW RYAN WALDRON
Chief Compliance Officer, COFOUNDER
- CRD
- #4999151
- Ownership
- Less than 5%
(384) 597-8518
vector.timber@quantumcapital.com
in linkedin.com/in/element-element
P
Pathway pathway
Element peak alpha
- CRD
- #76631
- Ownership
- 21.0%
(264) 546-6065
bridge.glacier@fusioncapital.com
in linkedin.com/in/pathway-vital
Showing 2 of 3 owners & executives
Unlock allContacts
L
Landon Kyle Fisher
--
- CRD
- #8218161
(325) 299-5943
optima.frontier@momentumcapital.com
in linkedin.com/in/foundation-frontier
Alex Nicholas Miller
--
- CRD
- #7508510
(788) 761-3884
foundation.crest@vectorcapital.com
in linkedin.com/in/insight-eagle
B
Bridge prime
Catalyst prime
- CRD
- #74709
(852) 232-3750
vertex.capital@wavecapital.com
in linkedin.com/in/catalyst-momentum
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $902,803,476 | $298,843 |
| Non-Discretionary | $26,356,068 | $2,196,339 |
| Total | $929,159,544 | $306,350 |
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Separately Managed Accounts
Total SMA Asset: $929,159,544
Equity - Exchange:
12.0% Public Funds:
6.7% Private Funds:
24.2% Cash:
23.6% Municipal Bonds:
7.9% U.S. Government/Agency:
25.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $153,228,621 | 12.0% |
| Public Funds | $85,552,647 | 6.7% |
| Private Funds | $309,011,052 | 24.2% |
| Cash | $301,349,621 | 23.6% |
| Municipal Bonds | $100,875,509 | 7.9% |
| U.S. Government/Agency | $326,887,725 | 25.6% |
| Total | $1,276,905,175 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM VALUE | RADIAL EMBER | XUSU1F7XP | GET | 2.23% | $86,151,601 |
| PEAK VALUE | HARBOR ATLAS | 7OX1J1RBZ | KIL | 6.31% | $79,537,152 |
| CREST BRIDGE MERIDIAN | UNISON VITAL | ZVOB921FN | RBOZI | 12.40% | $92,407,900 |
| WAVE HARBOR ELEMENT | BRIDGE MOMENTUM | 8VCR9WM0Z | CGR | 10.75% | $10,376,358 |
| RADIAL VERTEX | VECTOR INSIGHT | ZIRFF0MH8 | NYTO | 1.42% | $106,016,909 |
| INSIGHT SIGNAL PIONEER | BRIDGE VITAL | KRGR1D2I9 | FGX | 9.40% | $111,289,318 |
| VECTOR NORTH SUMMIT | LEGACY DELTA | N3MLT9GVG | XKW | 5.31% | $116,490,322 |
| FOUNDATION EMBER BRIDGE | WAVE PIONEER | GHA7J0R5X | PJN | 1.68% | $49,744,077 |