Karen Parroco
Canopus Wealth Management · Louisville, Kentucky
Karen Parroco is a fee-only financial advisor at Canopus Wealth Management in Louisville, Kentucky, who holds the PFS credential. Canopus Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Canopus Wealth Management |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $84.1M across 125 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in KY · CRD 5941491 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.canopuswealthmanagement.com |
How Karen's firm compares
- Canopus Wealth Management's average account is about $673,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Karen
Is Karen Parroco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Canopus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Canopus Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Karen Parroco based?
Karen Parroco is based in Louisville, Kentucky.
What credentials does Karen Parroco hold?
Karen Parroco holds the PFS credential.
Is Karen Parroco registered with the SEC?
Yes. Karen Parroco is registered as an investment adviser representative in KY (CRD 5941491), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canopus Wealth Management manage?
Canopus Wealth Management reports $84.1M across 125 accounts in assets under management.
How do I contact Karen Parroco?
Through Karen's website, www.canopuswealthmanagement.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
- 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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