Canopy Partners, Llc
- Regulatory AUM
- $869M
- Discretionary
- $836M
- Clients
- 8
- Avg AUM / client
- $109M
- Accounts
- 412
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 8 | $869M | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Edward Stutenroth | Owner & Managing Partner | CFA | Jan 2023 (4y) | 25% – 50% |
| Stone, Justin, Jan | Owner & Partner | Jan 2023 (4y) | 10% – 25% | |
| Mahon, Scott, Joseph | Owner & Partner | Jun 2023 (3y) | 10% – 25% | |
| Christopher Lee Baucom | Owner & Partner | CFA | Aug 2023 (3y) | 25% – 50% |
| Hayes, Patrick, Daniel | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Adam Reif Uihlein | Registered representative | CFA | Jul 2024 (2y) |
Undisclosed: 0% – 30% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.04 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $650M (75% of AUM) Mar 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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗