Canopy Capital Group

Overview

Canopy Capital Group is an SEC registered investment adviser based in Woburn, MA, registered since 2024. It reports $1.3B in assets under management across 285 accounts, with 11 employees. It has 3 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

285

Average account

$4.6M

Employees

11

Advisory reps

3

Registered since

2024

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services

Client types

• Other Investment Advisors

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Eric Jason Golden Chief Executive Officer CRD 7745099
• Matthew Steven Villa Chief Compliance Officer CRD 2481457
• Ramzi Faris Chief Operating Officer CRD 6070218

Advisory reps 3 of 3

• Kevin Beckwith Bush Investment Adviser Rep CRD 7899895
• Trevor Harrison Dean Investment Adviser Rep CRD 4444389
• Eric Jason Golden Investment Adviser Rep CRD 7745099

Location

Headquarters

237 Lexington St Ste 207
Woburn, MA 01801

County

Middlesex

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: canopycapital.com

Every state, with registration dates

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