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- Custodian
- Fidelity/NFS ยท Mainstar Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between December 8, 2025 and August 17, 2026, reported AUM increased 30.3%, from $713.0M to $929.2M.
Across 5 reported observations, AUM increased 88.9% between December 6, 2022 and August 17, 2026, from $492.0M to $929.2M.
Of the latest reported AUM, 97.2% is discretionary and 2.8% is non-discretionary.
The firm reports 11 advisory representatives and 563 clients, or 51.2 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Canvas Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Christopher M Ross
--
- CRD
- --
- Ownership
- Less than 5%
DREW RYAN WALDRON
Chief Compliance Officer, COFOUNDER
- CRD
- #4999151
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Landon Kyle Fisher
--
- CRD
- #8218161
Alex Nicholas Miller
Wealth Planner
- CRD
- #7508510
Showing 2 of 10 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Canvas Wealth Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Canvas Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.