Margaret J Smith
Investment adviser representative at Canal Capital Management, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Haxall Point Iii Gp, LLCOct 2021 to now
- Haxall Institutional Partners I, LLCAug 2020 to now
- Haxall Institutional Partners Ii, LLCAug 2020 to now
- Haxall Point Ii, Gp LLCAug 2020 to now
- Hp Mh I Gp, LLCAug 2020 to now
- Canal Capital Management, LLCFeb 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (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
- 5137450
- Firm CRD
- 164971