{
  "crd_number": 296771,
  "slug": "canopy-360-wealth-llc-ocala-fl-296771",
  "primary_business_name": "CANOPY 360 WEALTH, LLC",
  "legal_name": "CANOPY 360 WEALTH, LLC",
  "dbas": [],
  "city": "Ocala",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36100",
  "metro": {
    "cbsa_code": "36100",
    "common_name": "Ocala",
    "msa_name": "Ocala, FL",
    "path": "/advisors/fl/ocala"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-06-25",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-01-23",
  "carried_forward": false,
  "raum_total": 382820511.0,
  "raum_discretionary": 323748226.0,
  "raum_non_discretionary": 59072285.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1031209.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 44879129.0,
      "count": 179
    },
    "pension_profit_sharing": {
      "raum": 31107168.0,
      "count": 28
    },
    "high_net_worth_individuals": {
      "raum": 305803005.0,
      "count": 134
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://canopy-360.net",
    "https://canopy-360.org",
    "https://canopy360.com",
    "https://canopy360.net",
    "https://facebook.com/canopy360",
    "https://linkedin.com/company/canopy360",
    "https://rethinkcpw.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296771",
  "city_as_filed": "OCALA",
  "url": "https://advisorcensus.com/firm/canopy-360-wealth-llc-ocala-fl-296771",
  "display_name": "Canopy 360 Wealth, LLC",
  "summary": "Canopy 360 Wealth, LLC is an SEC-registered investment advisory firm in Ocala, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.",
  "citation": "AdvisorCensus. Canopy 360 Wealth, LLC (CRD 296771): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Canopy 360 Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Canopy 360 Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Canopy 360 Wealth, LLC located?",
      "a": "Canopy 360 Wealth, LLC's principal office is in Ocala, FL, according to its Form ADV."
    },
    {
      "q": "Is Canopy 360 Wealth, LLC registered with the SEC or a state?",
      "a": "Canopy 360 Wealth, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296771."
    },
    {
      "q": "How much does Canopy 360 Wealth, LLC manage?",
      "a": "Canopy 360 Wealth, LLC reports $382,820,511 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (85% discretionary)."
    },
    {
      "q": "How have Canopy 360 Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Canopy 360 Wealth, LLC: Regulatory assets under management: $189,858,046 in the October 2021 data and $382,820,511 in the October 2026 data, up 102%. Total employees: 3 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Canopy 360 Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (134); pension and profit sharing plans (but not the plan participants or government pension plans) (28)."
    },
    {
      "q": "Which custodians does Canopy 360 Wealth, LLC use?",
      "a": "Canopy 360 Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Canopy 360 Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296771"
    },
    {
      "q": "Does Canopy 360 Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 23, 2026 says: \"There is no minimum account size to open and maintain an advisory account.\""
    },
    {
      "q": "What changed in Canopy 360 Wealth, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $315,848,608 to $382,820,511 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 189858046.0,
      "total_employees": 3,
      "filing_date": "2021-02-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 225012818.0,
      "total_employees": 3,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 230578081.0,
      "total_employees": 7,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 260628490.0,
      "total_employees": 9,
      "filing_date": "2024-02-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 315848608.0,
      "total_employees": 9,
      "filing_date": "2025-02-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 382820511.0,
      "total_employees": 9,
      "filing_date": "2026-01-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 8.",
        "Regulatory assets under management went from $315,848,608 to $382,820,511 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size to open and maintain an advisory account."
        ]
      }
    ],
    "quotes": [
      "There is no minimum account size to open and maintain an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James",
      "name_as_filed": "RAYMOND JAMES",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/canopy-360-wealth-llc-ocala-fl-296771.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 179,
      "fewer_than_5": false,
      "raum": 44879129.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 134,
      "fewer_than_5": false,
      "raum": 305803005.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 31107168.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1031209.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296771",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}