Investment adviser · CRD 306343
CANVAS WEALTH ADVISORS, LLC
Investment adviser filing (IA)
SHAWNEE, KS, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $929M Form ADV · Item 5.F
- Client accounts
- 3,033 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 222 | $736,309,452 | 79.2% |
| Individuals | 315 | $125,655,697 | 13.5% |
| Corporations & businesses | 11 | $47,900,977 | 5.2% |
| Charities | 5 | $19,293,418 | 2.1% |
Filing source
Form ADV 2125469 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
10 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RCBM HOLDINGS LLCReal Estate Fund · Last reported Aug 17, 2026$107MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT
PCAOB 677
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4656980574
- Reported beneficial owners
- 26
- Minimum commitment
- $80K
- Form D file number
- 021-508465
Form ADV 2125469 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CANVAS OASIS HOTEL LLCReal Estate Fund · Last reported Aug 17, 2026$55.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT
PCAOB 677
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4075841999
- Reported beneficial owners
- 51
- Minimum commitment
- $25K
- Form D file number
- 021-510587
Form ADV 2125469 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CANVAS OASIS LAKEPORT LLCReal Estate Fund · Last reported Aug 17, 2026$33.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT
PCAOB 677
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-7600897972
- Reported beneficial owners
- 50
- Minimum commitment
- $25K
- Form D file number
- 021-485224
Form ADV 2125469 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CANVAS MERRIAM GRAND STATION LLCReal Estate Fund · Last reported Aug 17, 2026$25.4MGross asset value
Form D fundraising filings
Canvas Merriam Grand Station LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT
PCAOB 677
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-9283377432
- Reported beneficial owners
- 50
- Minimum commitment
- $25K
- Form D file number
- 021-508460
Form ADV 2125469 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CANVAS SYCAMORE CREEK, LLCReal Estate Fund · Last reported Aug 17, 2026$24MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT
PCAOB 677
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-5159798302
- Reported beneficial owners
- 63
- Minimum commitment
- $10K
- Form D file number
- 021-508461
Form ADV 2125469 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CANVAS MADISON PE LLCReal Estate Fund · Last reported Aug 17, 2026$12MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT
PCAOB 677
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-8194093289
- Reported beneficial owners
- 50
- Minimum commitment
- $25K
- Form D file number
- 021-500331
Form ADV 2125469 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CANVAS STL OLD HICKORY LLCReal Estate Fund · Last reported Aug 17, 2026$10.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT
PCAOB 677
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-2378812096
- Reported beneficial owners
- 36
- Minimum commitment
- $10.5K
- Form D file number
- 021-508463
Form ADV 2125469 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6136 NIEMAN ROADSHAWNEE, KS, 66203, United States
CRD 306343
Filing source
Form ADV 2125469 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.