Cooper Casillas is a CFP-designated registered investment advisor at Canal Capital Management, LLC, based in Richmond, VA, with 5 years of industry experience. Cooper operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 388 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
For portfolio management clients that also participate in either of the Funds, Canal Capital waives its advisory fee on the portion of assets invested in either or both Funds.
Fee Estimator
Location
9 South 5th Street, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cooper is an investment advisor representative (IAR) with Ray Olson, LLC and Kestra Advisory Services LLC, dedicating full-time hours to wealth management and providing technical support. He also works as a financial presenter for Smartpath Financial for a few hours per week, educating employees on personal finance and company benefits.
Employment History
Current Registrations
Canal Capital Management, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations2 states
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