Everett Neil Gilliss
Investment adviser representative at Canal Capital Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Haxall Point Iii Gp, LLCOct 2021 to now
- Ccm Insurance, LLCAug 2020 to now
- Haxall Institutional Partners IiAug 2020 to now
- Haxall Institutional Partners IJun 2020 to now
- Hp Mh I Gp, LLCAug 2018 to now
- Haxall Point Ii, Gp LLCMay 2016 to now
- Haxall Point Partners, LLCAug 2013 to now
- Canal Capital Management, LLCMar 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Canal Capital Management, LLC
$1.3BAssets managed
417Clients
7Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4064036
- Firm CRD
- 164971