Canopy 360 Wealth, Llc
- Regulatory AUM
- $383M
- Discretionary
- $324M
- Clients
- 341
- Avg AUM / client
- $1.1M
- Accounts
- 949
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 179 | $44.9M | 11.7% |
| High net worth individuals | 134 | $306M | 79.9% |
| Pension and profit sharing plans | 28 | $31.1M | 8.13% |
| Charitable organizations | Fewer than 5 clients | $1.0M | 0.27% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Russell Clay Lindsay | Member | Sep 2005 (21y) | ≈ 18.75% – 50% via Lindsay Financial Services, Llc | |
| Jamie Gump Losito | Member | CFP | Jan 2018 (9y) | GP / trustee / elected manager of Powers Wealth Management, Llc (indirect) |
| Lance Montgomery Powers | Member | Jan 2018 (9y) | ≈ 37.5% – 75% via Powers Wealth Management, Llc | |
| John David Cervellera | Registered representative | Apr 2022 (4y) | ||
| Tatyana E. Kozlovska | Registered representative | Jul 2023 (3y) | ||
| Hunter Ditty | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Powers Wealth Management, Llc | Partner | May 2018 | A | 50% – 75% |
| Lindsay Financial Services, Llc | Partner | May 2018 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Russell Clay Lindsay: 75% – 100% of Lindsay Financial Services, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Lance Montgomery Powers: 75% – 100% of Powers Wealth Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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) | 01/23/2026 | 1.03 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $350M (91% of AUM) Jan 2026
- TD Ameritrade $20.2M (9% of AUM) Feb 2023
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: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗