Canal Capital Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.1B
- Clients
- 417
- Avg AUM / client
- $3.1M
- Accounts
- 1,988
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $32.1M | 2.5% |
| High net worth individuals | 288 | $1.0B | 79.2% |
| Pooled investment vehicles (non-investment companies) | 8 | $183M | 14.2% |
| Pension and profit sharing plans | 8 | $16.0M | 1.24% |
| Charitable organizations | 11 | $36.6M | 2.85% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $185M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Haxall Point Income Fund I, Lp | Real Estate Fund | Delaware | $40.3M | 1 |
| Haxall Point Income Fund Iii, Lp | Real Estate Fund | Delaware | $37.9M | 98 |
| Haxall Point Manufactured Housing Opportunity Fund I, Lp | Real Estate Fund | Delaware | $31.3M | 70 |
| Haxall Point Income Fund Ii Lp | Real Estate Fund | Delaware | $31.2M | 1 |
| Canal Tuckahoe Holdings Spv, Llc | Private Equity Fund | Virginia | $27.1M | 92 |
| Hic Haxall Fund Ii, Lp | Real Estate Fund | Delaware | $15.7M | 65 |
| Hic Haxall Fund I, Lp | Real Estate Fund | Delaware | $1.4M | 49 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Everett Neil Gilliss | Managing Member & Chief Compliance Officer | CFP | Apr 2011 (15y) | 75% or more |
| Noah Charles Perry Greenbaum | Member | Oct 2012 (14y) | 5% – 10% | |
| Margaret J Smith | Member | CFP | Feb 2014 (12y) | Less than 5% |
| Craig David Truitt | Registered representative | Nov 2014 (12y) | ||
| Jarrod Michael Feinstein | Registered representative | Nov 2018 (8y) | ||
| Cooper James Casillas | Registered representative | CFP | Feb 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $185M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Haxall Point Income Fund I, Lp | Real Estate Fund | $40.3M | $250K | 1 |
| Haxall Point Income Fund Iii, Lp | Real Estate Fund | $37.9M | $250K | 98 |
| Haxall Point Manufactured Housing Opportunity Fund I, Lp | Real Estate Fund | $31.3M | $250K | 70 |
| Haxall Point Income Fund Ii Lp | Real Estate Fund | $31.2M | $250K | 1 |
| Canal Tuckahoe Holdings Spv, Llc | Private Equity Fund | $27.1M | $100K | 92 |
| Hic Haxall Fund Ii, Lp | Real Estate Fund | $15.7M | $25.0M | 65 |
| Hic Haxall Fund I, Lp | Real Estate Fund | $1.4M | $25.0M | 49 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 2.51 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $946M (74% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗