# Canvas Wealth Advisors, LLC

> 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.

- CRD: 306343
- Filed as: CANVAS WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shawnee, KS
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306343
- AdvisorCensus page: https://advisorcensus.com/firm/canvas-wealth-advisors-llc-shawnee-ks-306343

## Quick answers

**How is Canvas Wealth Advisors, LLC compensated?**
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).

**How much does Canvas Wealth Advisors, LLC charge?**
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.

**Where is Canvas Wealth Advisors, LLC located?**
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).

**Is Canvas Wealth Advisors, LLC registered with the SEC or a state?**
Canvas Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306343.

**How much does Canvas Wealth Advisors, LLC manage?**
Canvas Wealth Advisors, LLC reports $929,159,544 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (97% discretionary).

**How have Canvas Wealth Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Canvas Wealth Advisors, LLC serve?**
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).

**Which custodians does Canvas Wealth Advisors, LLC use?**
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.

**Does Canvas Wealth Advisors, LLC report any disciplinary disclosures?**
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

**Does Canvas Wealth Advisors, LLC state an account minimum?**
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."

**What changed in Canvas Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 10 to 11. Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 23, 2026)

- Account minimum: $500,000

> 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.

- Flat fee: $1,500 to $100,000 (financial planning and consulting services)

> 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,

- Hourly rate: $100 to $300 an hour (financial planning and consulting services)

> 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,

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $929,159,544
- Discretionary: $902,803,476
- Non-discretionary: $26,356,068

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 315 | $125,655,697 |
| High net worth individuals | 222 | $736,309,452 |
| Charitable organizations | 5 | $19,293,418 |
| Corporations or other businesses not listed above | 11 | $47,900,977 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 12 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, KS, MO, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2025 filing
- Wichita, KS

### Websites listed on Form ADV (Item 1.I)
- canvaswealthadvisors.com
- Instagram @canvaswealthadvisors
- LinkedIn @canvas-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $293,854,851 | 6 | September 13, 2021 |
| October 2022 | $491,985,186 | 9 | October 1, 2022 |
| October 2023 | $434,047,669 | 10 | June 22, 2023 |
| October 2024 | $624,216,149 | 10 | July 31, 2024 |
| October 2025 | $713,000,894 | 11 | January 28, 2025 |
| October 2026 | $929,159,544 | 12 | August 17, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 10 to 11.
- Registered or notice-filed in CO.

### August 2026
- Registered or notice-filed in FL.

### February 2026
- Regulatory assets under management went from $713,000,894 to $929,159,544 (+30%).

### January 2026
- No longer lists an office in Wichita, KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Canvas Wealth Advisors, LLC (CRD 306343): Form ADV filing data as of October 2026.