Canopus Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$81,700,029
Clients
42
Advisors
3
of 3 employees
About
Canopus Wealth Management (C Wealth Management LLC) provides ongoing portfolio management and related financial planning services to individuals, high‑net‑worth clients, trusts, charitable foundations and 401(k) plans. The firm documents client objectives in an Investment Policy Statement and generally focuses on equity and fixed‑income investments under discretionary management.
The firm’s investment approach emphasizes long‑term planning, a belief that markets behave rationally over a full business cycle, and attention to minimizing taxes, trading costs and fund expenses. Portfolios are diversified across sectors and geographies, favor investment‑grade fixed income with intermediate duration, may use derivatives sparingly for hedging, and are managed in‑house rather than through third‑party managers.
Canopus is notable for an affiliation with Financial Family Office, Ltd., which provides tax planning and compliance services to certain clients at no charge, and for documented operational controls around assumed custody via standing letters of authorization. The firm’s three‑person advisory team manages roughly $84 million for about 42 clients, and it does not impose an account minimum, aligning with its small client base and hands‑on operational practices.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.30% $2,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.40%
Main office
9900 Corporate Campus Drive, Suite 2100
Louisville KY 40223-5010
Advisors at this office
3
Most active in
Kentucky · North Carolina
Also doing business as
C Wealth Management LLC · Canopus Wealth Management · Canopus Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Steven A
Series 63, Series 65
Louisville, KY
Canopus Wealth Management
Steven Aldridge is a financial advisor at Canopus Wealth Management in Louisville, KY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sterling Financial Group, Ltd from 2012 to 2017. Canopus Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, charitable foundations, and 401(k) plans. The firm emphasizes a long-term, cost- and tax-aware investment approach, managing assets in-house with discretionary authority and integrating tax planning and compliance services for certain clients.
Karen P
PFS™
Louisville, KY
Canopus Wealth Management
Karen Parroco is a PFS™ credentialed advisor with 15 years of industry experience. She is affiliated with Canopus Wealth Management and has worked at C Wealth Management LLC since 2017, with prior experience at Sterling Financial Group from 2010 to 2017. In addition to her advisory role, she is a licensed accountant and occasionally provides accounting advice to clients. Canopus Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, trusts, charitable foundations, and 401(k) plans. The firm focuses on equity and fixed-income investments with an emphasis on long-term planning, tax efficiency, and diversified portfolios managed in-house.
Stephen C
CFA®, Series 63, Series 65
Louisville, KY
Canopus Wealth Management
Stephen Collins is a CFA® charterholder with 11 years of industry experience. He is a financial advisor at Canopus Wealth Management in Louisville, KY, where he has worked since 2017. Prior to that, he was with Sterling Financial Group, Ltd. from 2015 to 2017. Canopus Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, charitable foundations, and 401(k) plans. The firm emphasizes a long-term, cost- and tax-aware investment approach, managing assets primarily on a discretionary basis with in-house oversight.
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