Canal Capital Management, LLC

Cooper Casillas is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Canal Capital Management, LLC and previously held roles at Kestra Investment Services, Kestra Advisory Services, and Ray Olson Family Financial Planning. Outside of his advisory work, Casillas serves as a financial presenter for SmartPath, providing personal finance education to small groups of company employees. Canal Capital Management, LLC offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and consulting services to individual and high-net-worth investors, private funds, pension plans, and charitable organizations. The firm employs an asset-allocation-driven approach overseen by an Investment Committee and provides access to private real estate opportunities for accredited clients.

Everett Gilliss is a CFP® with 23 years of industry experience, currently serving at Canal Capital Management, LLC in Richmond, VA. He holds multiple managing member roles in affiliated investment entities including Haxall Point Partners and Haxall Institutional Partners. Canal Capital Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting. The firm serves individual and high-net-worth investors, private funds, pension and profit-sharing plans, and charitable organizations through an asset-allocation-driven process overseen by a weekly Investment Committee.

Jarrod Feinstein is a financial advisor at Canal Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Buckingham Research Group and Canal Capital Management. He is also the managing member of Haxall Point III GP, LLC. Canal Capital Management provides discretionary and non-discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individual and high-net-worth investors, private funds, pension and profit-sharing plans, and charitable organizations. The firm uses an asset-allocation-driven process supported by fundamental and technical analysis and offers access to private real estate opportunities and various investment vehicles.

Margaret Smith is a CFP® with 12 years of industry experience currently serving at Canal Capital Management, LLC. She has held managing member roles at multiple entities associated with the Haxall investment partnerships since 2020. Canal Capital Management, LLC provides portfolio management, financial planning, tax preparation, and business and real estate consulting services to individual and high-net-worth investors, private funds, pension plans, and charitable organizations. The firm employs an asset-allocation-driven process overseen by an Investment Committee and offers access to private real estate opportunities for accredited clients.

Noah Greenbaum is a financial advisor with Canal Capital Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been involved with multiple entities affiliated with Haxall Point Partners, serving in managing member roles across several investment-related firms. Canal Capital Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting. The firm serves individual and high-net-worth investors, private funds, pension and profit-sharing plans, and charitable organizations, employing an asset-allocation-driven process that combines fundamental and technical analysis across a range of investment vehicles.

Craig Truitt is a financial advisor with Canal Capital Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He serves as managing member of several entities, including Haxall Point II, GP LLC, and Haxall Institutional Partners I and II, LLC. Outside of investment activities, he is also managing member of EastMountain, LLC. Canal Capital Management provides discretionary and non-discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting. The firm serves individual and high-net-worth investors, private funds, pension and profit-sharing plans, and charitable organizations, using an asset-allocation-driven approach overseen by an Investment Committee.