Canopy Asset Management
Canopy Asset Management is a private, family-owned independent financial advisory firm in St Simons Island, Georgia, offering asset management, trust administration, estate planning, and insurance services to individual investors, entrepreneurs, and high-net-worth clients in the Southeast US, operating as an SEC RIA through Concurrent Investment Advisors, LLC.
- Company typePrivate
- Founded-
- HeadquartersSaint Simons Island, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Canopy Asset Management does
Canopy Asset Management is a private, family-owned independent financial advisory firm headquartered at 123 Marina Drive, St Simons Island, Georgia, serving individual investors, entrepreneurs, and high-net-worth clients primarily in the Southeast United States. The firm operates as an SEC Registered Investment Advisor through Concurrent Investment Advisors, LLC, offering four integrated service lines: Asset Management (stocks, bonds, mutual funds, ETFs, annuities, alternatives), Trust Management (personal trusts, special needs trusts, Delaware trusts, charitable trusts), Estate Planning (settlement and insurance strategies), and Insurance Services (life, disability, long-term care).
The firm's technology stack is built on industry-standard third-party platforms rather than proprietary systems: Money GuidePro for financial planning and Charles Schwab for brokerage and account management, with client portal access integrated through the Canopy website. Digital tools include financial calculators, educational videos, a 200+ term financial glossary, and tax resources, primarily serving as top-of-funnel marketing and client education vehicles rather than differentiated technology.
The firm's business model is relationship-driven and sales-led, with a core team of four members (two advisors, one client relationship manager, one COO) generating revenue through advisory and wealth management fees—likely AUM-based given the SEC RIA structure. No pricing is publicly disclosed, and the firm emphasizes personalized service, objectivity, and family involvement as its value proposition. Client acquisition is content-driven through educational resources and relationship-based referrals, with no public revenue, AUM, or growth metrics disclosed.
Canopy Asset Management firmographics
Firmographics- Name
- Canopy Asset Management
- Legal name
- Canopy Asset Management
- Website
- https://canopyasset.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Canopy Asset Management is a private, family-owned independent financial advisory firm in St Simons Island, Georgia, offering asset management, trust administration, estate planning, and insurance services to individual investors, entrepreneurs, and high-net-worth clients in the Southeast US, operating as an SEC RIA through Concurrent Investment Advisors, LLC.
- Ownership category
- akta.pro rank
Canopy Asset Management industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Canopy Asset Management is headquartered
LocationHeadquarters
- HQ city
- Saint Simons Island
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Canopy Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory and Wealth Management Fees: Revenue generated from providing comprehensive financial advisory services including investment management, retirement planning, estate planning, trust management, and insurance solutions. Services are offered as an independent firm providing objective advice.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | — | No publicly disclosed pricing. Clients contact advisors directly for fee schedules and customized service arrangements. |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Canopy Asset Management product offering
Product offeringCore offering
Canopy Asset Management is an independent, family-owned financial advisory firm that delivers comprehensive wealth management services through dedicated advisors. The firm manages client investments across stocks, bonds, mutual funds, ETFs, annuities, and alternative investments, and provides integrated trust management, estate planning, and insurance advisory services for individual investors, entrepreneurs, and high-net-worth clients. Advisory services are formally offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor.
Product overview
Canopy Asset Management is an independent, family-owned financial advisory firm offering a unified suite of wealth management services. The core offering consists of four integrated service lines: Asset Management (investment management across stocks, bonds, mutual funds, ETFs, annuities, and alternative investments), Trust Management (personal trusts, special needs trusts, Delaware trusts, charitable trusts), Estate Planning (estate settlement and insurance strategies), and Insurance Services (life, disability, long-term care insurance, and annuities). These core services are supplemented by digital tools including financial calculators, educational videos, tax resources, and a financial glossary, with client portal access provided through MoneyGuidePro and Charles Schwab integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Management
Companies that use Canopy Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
Canopy Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Canopy Asset Management partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered minor and core.
- Sealynet (Sealy Network)minorPartner logo displayed on homepage. No specific partnership details provided beyond logo placement.
- Morgan Creek CapitalminorPartner logo displayed on homepage. Investment management partner providing access to potential investment solutions.
- Canopy TrustminorTrust-related services partner. Logo displayed on homepage indicating affiliated trust services.
- Strategic PartnersminorStrategic partnership for financial services and solutions. Logo displayed on homepage.
- Falcon Square CapitalminorCapital management partner. Logo displayed on homepage indicating relationship in financial services ecosystem.
- OrgCorpminorCorporate services partner. Logo displayed on homepage indicating relationship in financial services ecosystem.
- Money GuideProcoreFinancial planning software platform integrated for client use. Client login access provided through Canopy Asset Management website.
- SchwabcoreBrokerage platform providing client account management. Client login access provided through Canopy Asset Management website for account access.
- Concurrent Investment Advisors, LLCcoreSEC Registered Investment Advisor through which Canopy Asset Management offers advisory services. Provides regulatory oversight and compliance framework.
Scale indicators3 records
Recent moves5 records
Expansion highlights2 records
Canopy Asset Management competitors and assessment
Company assessmentBroad incumbents
- Mercer Advisors: National RIA providing wealth management, investment advisory, estate, tax, and trust services primarily to HNW individuals and families. Comparable offering but at significantly greater scale through roll-up acquisitions.
- Edelman Financial Engines: Large independent RIA providing investment management, financial planning, and wealth strategies to individuals and families. Comparable integrated offering though broader in scale and more technology-driven than a small family practice.
- Mariner Wealth Advisors: National wealth advisory firm providing investment management, financial planning, tax, estate, and insurance services to HNW individuals and families. Comparable to Canopy in integrated offering and HNW focus but operates at much greater scale through acquisitions.
- Fiducient Advisors: Independent advisory firm offering investment consulting and wealth management to individuals, families, and institutions. Comparable as an independent advisory, though more institutional / consulting oriented.
- Creative Planning: Large national RIA offering comprehensive wealth management, investment advisory, estate, and insurance planning for HNW individuals. Comparable to Canopy in service scope and target client, though vastly larger in scale and geographic reach.
Others
- Focus Financial Partners: Partnership / acquirer of independent RIAs and wealth management firms, including small family-led practices like Canopy. Relevant as a potential roll-up acquirer / strategic partner for a small HNW-focused RIA.
Direct peers
- Ronald Blue Trust: Independent, fee-only wealth management and financial planning firm serving individuals, families, and business owners with a values-based approach. Directly comparable to Canopy as a relationship-driven, independent advisory practice offering integrated investment, estate, and trust services.
- Glassman Wealth Services: Independent, family-oriented RIA providing comprehensive financial planning, investment management, and estate services to HNW individuals. Closely comparable small-scale, relationship-driven independent practice with similar service mix.
- Carson Group: Network of advisor-focused wealth management firms providing investment, retirement, estate, and insurance planning to individuals and business owners. Comparable in target clientele (HNW/entrepreneurs) and integrated service model.
- Sequoia Financial Group: Independent wealth management firm providing investment, retirement, estate, tax, and insurance planning for individuals and families, often via a family-office model. Comparable in integrated service lines and HNW focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Canopy Asset Management social profiles
Digital presenceCanopy Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Canopy Asset Management leadership team
Management profileNumber of profiles
Profiles4 records
Canopy Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Canopy Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Canopy Asset Management
What does Canopy Asset Management do?
Canopy Asset Management is an independent, family-owned financial advisory firm that delivers comprehensive wealth management services through dedicated advisors. The firm manages client investments across stocks, bonds, mutual funds, ETFs, annuities, and alternative investments, and provides integrated trust management, estate planning, and insurance advisory services for individual investors, entrepreneurs, and high-net-worth clients. Advisory services are formally offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor.
Is Canopy Asset Management a public or private company?
Canopy Asset Management is a private company. It is classified as family owned and is currently operating.
When was Canopy Asset Management founded?
Canopy Asset Management was founded in -1. It employs 1 to 10 people.
Where is Canopy Asset Management based?
Canopy Asset Management is headquartered in Saint Simons Island, United States, in the North America region.
How does Canopy Asset Management make money?
One revenue line is on record: financial Advisory and Wealth Management Fees.
Who are Canopy Asset Management's main competitors?
Broad incumbents on record are Mercer Advisors, Edelman Financial Engines, Mariner Wealth Advisors, Fiducient Advisors and Creative Planning. Focus Financial Partners is listed as an others. Direct peers are Ronald Blue Trust, Glassman Wealth Services, Carson Group and Sequoia Financial Group.
Does Canopy Asset Management have an API?
No public API is recorded for Canopy Asset Management.
What industry is Canopy Asset Management in?
Canopy Asset Management's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.