Canal Capital Management, LLC

Canal Capital Management, LLC (CRD# 164971) is a financial advisory firm headquartered in Richmond, VA. They manage $342,152,659 in 1,138 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    1,138
    ACCOUNTS
  • Average Account Value
    $300,661
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, TX, VA

Financial Advisors at Canal Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kenneth P. Fishburne
CRD#: 3262767
1401 E. Cary Street, Suite 401, Richmond, VA 23219
96
Wealthminder
score

Kenneth Fishburne (CRD# 3262767) is an Investment Advisor Representative working at Canal Capital Management, LLC in Richmond, VA and has over 10 years of experience in the finance industry. Kenneth Fishburne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Noah C. Greenbaum
CRD#: 5596246
1401 E. Cary Street, Suite 401, Richmond, VA 23219
93
Wealthminder
score

Noah Greenbaum (CRD# 5596246) is an Investment Advisor Representative working at Canal Capital Management, LLC in Richmond, VA and has over 9 years of experience in the finance industry.

3
Addison B. Thompson
CRD#: 2714246
1401 E. Cary Street, Suite 401, Richmond, VA 23219
93
Wealthminder
score

Addison Thompson (CRD# 2714246) is an Investment Advisor Representative working at Canal Capital Management, LLC in Richmond, VA and has over 22 years of experience in the finance industry.

4
Craig D. Truitt
CRD#: 1254434
1401 E. Cary Street, Suite 401, Richmond, VA 23219
93
Wealthminder
score

Craig Truitt (CRD# 1254434) is an Investment Advisor Representative working at Canal Capital Management, LLC in Richmond, VA and has over 5 years of experience in the finance industry.

5
Margaret J. Smith
CRD#: 5137450
1401 E. Cary Street, Suite 401, Richmond, VA 23219
90
Wealthminder
score

Margaret Smith (CRD# 5137450) is an Investment Advisor Representative working at Canal Capital Management, LLC in Richmond, VA and has over 4 years of experience in the finance industry.

6
Everett N. Gilliss
CRD#: 4064036
1401 E. Cary Street, Suite 401, Richmond, VA 23219
73
Wealthminder
score

Everett Gilliss (CRD# 4064036) is an Investment Advisor Representative working at Canal Capital Management, LLC in Richmond, VA and has over 16 years of experience in the finance industry.

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