Skip to the page

Data / Investment advisers / Kansas / Canvas Wealth Advisors, LLC

Canvas Wealth Advisors, LLC, Shawnee, KS: $929 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Canvas Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Shawnee, Kansas and reports $929 million in regulatory assets under management in its Form ADV filed August 17, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 7 private funds.

The request: Watch Canvas Wealth Advisors, LLC (CRD number 306343): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
306343
SEC file number
801-117767
SEC status
Approved, effective December 11, 2019
Main office
6136 Nieman Road, Shawnee, KS 66203
Phone
(913) 991-8471
Website
canvaswealthadvisors.com
Regulatory AUM
$929,159,544 in the Form ADV filed August 17, 2026
Discretionary AUM
$902,803,476
Non discretionary AUM
$26,356,068
Accounts
3,033
Employees
12, of which 11 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Private funds
7: 7 real estate funds
Gross assets of private funds
$267,034,223
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
August 17, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals222$736.3 million
Individuals (other than high net worth individuals)315$125.7 million
Corporations or other businesses11$47.9 million
Charitable organizations5$19.3 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
February 2, 2026$929.2 millionJanuary 23, 2026
December 1, 2025$713 millionAugust 9, 2025

Other advisers in Kansas

AdviserCityAUMPrivate fundsSource
Mcd-Kissner GP, LLCOverland Park$1.02 billion3adviserinfo.sec.gov
Wealth Alliance Advisory Group, LLCWichita$978.6 millionNot listedadviserinfo.sec.gov
Legacy Financial Strategies, LLCOverland Park$952 millionNot listedadviserinfo.sec.gov
Prevail Innovative Wealth Advisors, LLCLeawood$931.8 million1adviserinfo.sec.gov
PCG Wealth ManagementOverland Park$931.1 millionNot listedadviserinfo.sec.gov
Clayton Wealth PartnersTopeka$909.8 millionNot listedadviserinfo.sec.gov
Greenup Street Wealth Management LLCOverland Park$900.4 millionNot listedadviserinfo.sec.gov
United Capital Management of Kansas, Inc.Salina$884.8 million1adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.