{
  "crd_number": 306343,
  "slug": "canvas-wealth-advisors-llc-shawnee-ks-306343",
  "primary_business_name": "CANVAS WEALTH ADVISORS, LLC",
  "legal_name": "CANVAS WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Shawnee",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-12-11",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-17",
  "carried_forward": false,
  "raum_total": 929159544.0,
  "raum_discretionary": 902803476.0,
  "raum_non_discretionary": 26356068.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 19293418.0,
      "count": 5
    },
    "individuals": {
      "raum": 125655697.0,
      "count": 315
    },
    "high_net_worth_individuals": {
      "raum": 736309452.0,
      "count": 222
    },
    "corporations_other_businesses": {
      "raum": 47900977.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "KS",
    "MO",
    "NE",
    "NH",
    "TX"
  ],
  "websites": [
    "https://canvaswealthadvisors.com",
    "https://instagram.com/canvaswealthadvisors?hl=en",
    "https://linkedin.com/company/canvas-wealth-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306343",
  "city_as_filed": "SHAWNEE",
  "url": "https://advisorcensus.com/firm/canvas-wealth-advisors-llc-shawnee-ks-306343",
  "display_name": "Canvas Wealth Advisors, LLC",
  "summary": "Canvas Wealth Advisors, LLC is an SEC-registered investment advisory firm in Shawnee, KS, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 17, 2026.",
  "citation": "AdvisorCensus. Canvas Wealth Advisors, LLC (CRD 306343): 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",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Canvas Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Canvas Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Canvas Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 23, 2026 states: Flat fee: $1,500 to $100,000 (financial planning and consulting services); Hourly rate: $100 to $300 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Canvas Wealth Advisors, LLC located?",
      "a": "Canvas Wealth Advisors, LLC's principal office is in Shawnee, KS, according to its Form ADV; the September 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Canvas Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Canvas Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306343."
    },
    {
      "q": "How much does Canvas Wealth Advisors, LLC manage?",
      "a": "Canvas Wealth Advisors, LLC reports $929,159,544 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (97% discretionary)."
    },
    {
      "q": "How have Canvas Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Canvas Wealth Advisors, LLC: Regulatory assets under management: $293,854,851 in the October 2021 data and $929,159,544 in the October 2026 data, up 216%. Total employees: 6 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Canvas Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (315); high net worth individuals (222); corporations or other businesses not listed above (11)."
    },
    {
      "q": "Which custodians does Canvas Wealth Advisors, LLC use?",
      "a": "Canvas Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Canvas Wealth Advisors, 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/306343"
    },
    {
      "q": "Does Canvas Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 23, 2026 says: \"The minimum account size for portfolio management services is generally $500,000, although accounts not meeting the minimum may be accepted on a case-by-case basis.\""
    },
    {
      "q": "What changed in Canvas Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 10 to 11. Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 293854851.0,
      "total_employees": 6,
      "filing_date": "2021-09-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 491985186.0,
      "total_employees": 9,
      "filing_date": "2022-10-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 434047669.0,
      "total_employees": 10,
      "filing_date": "2023-06-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 624216149.0,
      "total_employees": 10,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 713000894.0,
      "total_employees": 11,
      "filing_date": "2025-01-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 929159544.0,
      "total_employees": 12,
      "filing_date": "2026-08-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 11.",
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $713,000,894 to $929,159,544 (+30%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer lists an office in Wichita, KS."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 to $100,000 (financial planning and consulting services)",
      "Hourly rate: $100 to $300 an hour (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "The minimum account size for portfolio management services is generally $500,000, although accounts not meeting the minimum may be accepted on a case-by-case basis."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $100,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "clients may be charged a fixed fee ranging from $1500 - $100,000 or may be charged on an hourly basis generally at $100 - $300 per hour,"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $300 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "clients may be charged a fixed fee ranging from $1500 - $100,000 or may be charged on an hourly basis generally at $100 - $300 per hour,"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 100000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "The minimum account size for portfolio management services is generally $500,000, although accounts not meeting the minimum may be accepted on a case-by-case basis.",
      "clients may be charged a fixed fee ranging from $1500 - $100,000 or may be charged on an hourly basis generally at $100 - $300 per hour,",
      "clients may be charged a fixed fee ranging from $1500 - $100,000 or may be charged on an hourly basis generally at $100 - $300 per hour,"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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/canvas-wealth-advisors-llc-shawnee-ks-306343.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 315,
      "fewer_than_5": false,
      "raum": 125655697.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 222,
      "fewer_than_5": false,
      "raum": 736309452.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 19293418.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 47900977.0
    }
  ],
  "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/306343",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}