Stephen Collins
Canopus Wealth Management · Louisville, Kentucky
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.
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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 | CFA |
| SEC registration | Investment adviser representative in KY, NC · CRD 2310702 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.canopuswealthmanagement.com |
How Stephen'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 Stephen
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.
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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