Andrew Balkam
Canny Capital · Brookyln, New York
Andrew Balkam is a fee-only financial advisor at Canny Capital in Brookyln, New York. Canny Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Canny Capital |
|---|---|
| Based in | Brookyln, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $4.6M across 29 accounts |
| SEC registration | Investment adviser representative in MD, NY · CRD 6253654 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cannycm.com |
| Profile |
How Andrew's firm compares
- Canny Capital's average account is about $157,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Andrew
Is Andrew Balkam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Canny Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Canny Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrew Balkam based?
Andrew Balkam is based in Brookyln, New York.
Is Andrew Balkam registered with the SEC?
Yes. Andrew Balkam is registered as an investment adviser representative in MD and NY (CRD 6253654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canny Capital manage?
Canny Capital reports $4.6M across 29 accounts in assets under management.
How do I contact Andrew Balkam?
Through Andrew's website, www.cannycm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Canny Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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