Cooper James Casillas
Investment adviser representative at Canal Capital Management, LLC
10 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
10 years in the industry.
- Canal Capital Management, LLCDec 2025 to now
- Kestra Advisory Services, LLCJan 2020 to Sep 2025
- Kestra Investment Services, LLCJan 2020 to Sep 2025
- Ray Olson Family Financial PlanningJan 2020 to Sep 2025
- Strada Education NetworkMay 2019 to Dec 2019
- Valley Associates for Indpenedent LivingSep 2017 to May 2018
- House Budget Committee, U.S. House of RepresentativesMay 2017 to Aug 2017
- James Madison UniversityAug 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7222133
- Firm CRD
- 164971