A complete list of active advisors currently associated with Canal Capital Management, LLC

Warmer can help you find a great advisor at Canal Capital Management, LLC or one who fits your needs even better.

Canal Capital Management, LLC is an SEC‑registered investment adviser serving individuals (including high‑net‑worth clients), retirement plans, charitable organizations and private funds. In addition to discretionary portfolio management and financial planning, the firm provides tax preparation, general business and real estate consulting and management services to private pooled investment vehicles. The firm’s Investment Committee makes portfolio decisions using an asset‑allocation framework across equities, fixed income, ETFs, mutual funds and private investments, and it offers both discretionary and non‑discretionary arrangements. For accredited or otherwise qualified investors Canal Capital offers access to private real estate funds and discloses the use of instruments such as options and margin as part of its strategies and risk considerations. What distinguishes Canal Capital from many peer team advisers is its role as an investment manager and sponsor to private pooled vehicles (including fund‑of‑funds) that are offered by private placement and audited by a PCAOB‑registered firm, with performance‑based fees charged to private fund investors. The brochure also discloses ancillary activities and potential conflicts that are less common among peers — including tax preparation services, affiliated LLCs serving as general partners, licensed insurance activity that generates commissions, and related persons investing alongside client funds.

To learn more about the advisors currently working at Canal Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.