# Stephen Collins

> Stephen Collins is a fee-only financial advisor at Canopus Wealth Management in Louisville, Kentucky, who holds the CFA credential. Canopus Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-collins/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Canopus Wealth Management
- **Based in:** Louisville, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $84.1M across 125 accounts
- **Credentials:** CFA
- **CRD:** 2310702 (https://adviserinfo.sec.gov/individual/summary/2310702)
- **SEC registration:** Investment adviser representative in KY, NC
- **Exams passed:** Series 63 (1992), Series 65 (1992)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.canopuswealthmanagement.com

## Frequently asked questions

### Is Stephen Collins a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?

Stephen's firm, Canopus Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stephen Collins based?

Stephen Collins is based in Louisville, Kentucky.

### What credentials does Stephen Collins hold?

Stephen Collins holds the CFA credential.

### Is Stephen Collins registered with the SEC?

Yes. Stephen Collins is registered as an investment adviser representative in KY and NC (CRD 2310702), 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 Stephen Collins?

Through Stephen's website, www.canopuswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2310702): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.