Fee-only adviser · Louisville, KY
Canopus Wealth Management
Canopus Wealth Management is a fee-only investment adviser registered with the securities regulators of Kentucky, North Carolina, with its main office in Louisville, Kentucky. On its latest Form ADV, filed May 30, 2026, it reports $84M in regulatory assets under management, 42 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Kentucky, North Carolina |
|---|---|
| Firm CRD number | 287946 |
| Office | 9900 Corporate Campus Drive Suite 2100 Louisville, KY 40223 |
| Phone | (502) 882-0820 |
| Website | www.canopuswealthmanagement.com |
| Regulatory assets under management | $84M ($84M discretionary) |
| Individual clients | 37 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Louisville
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- Atlas Brown $605M
- Winebrenner Capital Management LLC $260M
- Barlow Wealth Partners, LLC $1.4B
- Saling Wealth Advisors $618M
- Pillar Financial Advisors, LLC $358M
See all 26 fee-only advisers in Louisville →
Nearby
- Jeffersonville 1 firm
- Clarksville 1 firm
- Prospect 1 firm
- New Albany 1 firm
- Georgetown 1 firm
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