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Craig David Truitt

CANAL CAPITAL MANAGEMENT, LLC·RICHMOND, Virginia
Series 6, Series 7, Series 63, Series 65Clean record11 years registeredCANAL CAPITAL MANAGEMENT, LLC
9 SOUTH 5TH STREET, RICHMOND, VA 23219CRD# 1254434Firm CRD# 164971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig David Truitt · RICHMOND, VA
Registration
CRD #1254434 · CANAL CAPITAL MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CANAL CAPITAL MANAGEMENT, LLC
Nov 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · November 24, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CANAL CAPITAL MANAGEMENT, LLC
CRD 164971 · SEC 801-77036
AUM
$1.1B
Regulatory assets under management
Employees
10
1,781 client accounts
Services offered by CANAL CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CANAL CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Craig David Truitt offer?
Craig David Truitt specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RICHMOND, Virginia for a consultation.
What are Craig David Truitt's credentials?
Craig David Truitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig David Truitt located?
Craig David Truitt is based in RICHMOND, Virginia, working with CANAL CAPITAL MANAGEMENT, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Craig David Truitt charge for services?
Craig David Truitt's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANAL CAPITAL MANAGEMENT, LLC?
CANAL CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Everett Neil Gilliss
RICHMOND, VA
CFP
Margaret J Smith
RICHMOND, VA
Noah Charles Perry Greenbaum
RICHMOND, VA

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