Craig Truitt, financial advisor Richmond VA

Craig Truitt

CRD Number: 1254434
Current Firm: Canal Capital Management, LLC

Craig Truitt (CRD# 1254434) is an Investment Advisor Representative working at Canal Capital Management, LLC in Richmond, VA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Haxall Institutional Partners I, LLC Richmond, VA Aug 2020 - Current 3
Haxall Institutional Partners Ii, LLC Richmond, VA Aug 2020 - Current 3
Haxall Point Ii, Gp LLC Richmond, VA May 2016 - Current 7
Canal Capital Management, LLC Richmond, VA Jan 2015 - Current 9
East Mountain LLC Richmond, VA Jun 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Craig D. Truitt
Phone Number: 804-325-1450
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    917
    MILLIONS
  • Total Number of Accounts
    1,683
    ACCOUNTS
  • Average Account Value
    $544,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, MD, NC, NH, TX, VA

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