A Better Way to Serve
Imagine an integrated team of financial specialists assembled to prioritize you.
We founded Canal Capital because we knew there was a better way to serve clients. That conviction drives everything we do.
That’s Canal Capital
About Us
Independent, Integrated Wealth Management
We are a fee-only, registered investment advisory bound by fiduciary duty to protect your best interests. Our intentional scale allows us to serve a select client base with personalized attention and our independent ownership frees us to prioritize long-term relationships over quarterly revenue targets.
We offer fully integrated capabilities in-house, so that you can rely on one trusted team with complete alignment.
Investing in Relationships
Over 99% of our clients stay with us year after year. We grow by serving existing relationships exceptionally well, not by constantly acquiring new ones.
Based in Richmond, Virginia, we serve clients throughout the United States.
$1.3 Billion of Total Assets under Advisement
Our Services
Financial Planning
Integrated strategies that connect investments, taxes, cash flow, retirement projections, and legacy planning into a cohesive framework
Investment Management
Customized portfolios built through open architecture for access to any type of investment without platform restrictions
Tax & Estate Planning
Proactive structuring that minimizes lifetime tax liability and coordinates with your estate objectives and multi-generational goals
Real Estate Advisory
Direct property investment platform with in-house sourcing, underwriting, and asset management across multiple markets and property types
Business Owner Services
Transaction structuring, liquidity event planning, and post-exit wealth management for owners navigating significant transitions
Family Office Services
Complete financial operations: consolidated reporting, bill pay, trust administration, charitable planning, and CFO-level coordination
Driven by Shared Success
Our compensation is transparent and tied to your success—not product sales.
What we recommend is driven entirely by your situation.
You get experienced professionals, institutional-quality resources, and personal attention, all structured around outcomes that matter to you and your family.
Ready to discuss your situation?