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Canopus Wealth Management CRD 287946
$84.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9900 Corporate Campus Drive Suite 2100, Louisville, KY 40223-5010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-06 |
Branch Locations
9900 Corporate Campus Drive Suite 2100, Louisville, KY 40223-5010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Financial Group | Louisville | KY | 03/2010 | 06/2017 |
| Financial Family Office, Ltd. | Louisville | KY | 06/2017 | Present |
| C Wealth Management Llc | Louisville | KY | 07/2017 | Present |
Karen Alford Parroco is an accountant. From time to time, she will offer clients advice or products from this activity. C Wealth Management LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of C Wealth Management LLC in their capacity as an accountant. Karen also owns residential rental properties in Kentucky and Florida. These are strictly personal rental properties and there is no client involvement in any of these properties.
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