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Margaret J Smith

Canal Capital Management, LLC

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About Margaret J Smith

Margaret J. Smith is a Certified Financial Planner and has been in the industry since February 2014. Margaret is registered as an Investment Adviser Representative with Canal Capital Management, LLC in Virginia. Margaret has a Series 65 license. She is also a managing member of various companies, including Haxall Point III GP, LLC, Haxall Point Income Fund II, Haxall Point Manufactured Housing Opportunities Fund I, Haxall Institutional Partners I, LLC, Haxall Institutional Partners II, LLC, 5th Street Holdings, LLC, Turnbull Ave LLC, Wall Landing LLC, and Canal Tuckahoe Holdings SPV, LLC. Canal Capital Management, LLC, a Virginia limited liability company, provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.

Firm Information

Margaret Smith is currently registered with Canal Capital Management, LLC. Canal Capital Management, LLC is an investment advisor located in RICHMOND, VA. The firm has 1 licensed agent and 5 investment adviser representatives. Canal Capital Management, LLC manages approximately $1,076,611,924 in regulatory assets under management, primarily for high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm provides financial planning, selection of other advisers, and portfolio management services for individuals and pooled investment vehicles. They also offer general business consulting and tax services.
Canal Capital Management, LLC

9 SOUTH 5TH STREET

RICHMOND, VA 23219

$1.08B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general business consulting & tax services

General business consulting & tax services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Margaret Smith’s Registration & Firm History

VA

02/19/2014 - Present

Canal Capital Management, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 08/27/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margaret J Smith.
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