This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.3BItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.3B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$439Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

285

Individual clients

0

High net worth clients

0

SEC number

801-133980

CIK

1942435

CRD

326730

Filings on the tape

3

First filed

Jun 28, 2023

Latest filed

Mar 28, 2026

Organised

Corporation, DE

Website

canopycapital.com

• Occurred

  Mar 28, 2026
  Regulatory AUM changed

  Canopy Capital Group reported RAUM $1.3B, up 173% from $482.9M (2025-06-26 to 2026-03-28)

  Form ADVobserved 6 days ago
  $834M
• Occurred

  Jun 28, 2023
  First Form ADV filing

  Canopy Capital Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:86fe5dc0-d0b7-5180-56f3-6408d16f9254

First observed

Jun 28, 2023

Last observed

Mar 28, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.