Canvas Wealth Advisors LLC (CRD # 306343), (CWA), is registered as an investment adviser with the Securities and Exchange Commission. The firm also provides services specialized for high net worth clientele. CWA is based in the State of Kansas and was organized as a limited liability company under the laws of the State of Delaware. The firm has been in business since 2019 and currently has 6 employees and associated persons. CWA’s principal office and place of business is located at 6136 Nieman Road, Shawnee, KS 66203. The firm also has a branch office located at 1133 East 2nd Street N, Wichita, KS 67214. Regular business hours are from 8:00am to 5:00pm Monday through Friday. The firm can be contacted by phone at 913-991-8471. The firm was co-founded and is primarily owned by Scott R. Wesley and Drew R. Waldron. Mr. Waldron serves as the Chief Compliance Officer of the firm. Investment Management Services CWA provides ongoing discretionary portfolio management services to individuals, families and businesses. When providing portfolio management services, the firm not only has full discretion to make recommendations related to investments without client approval, but also implements these recommendations and provides ongoing monitoring and reporting. In some cases, the firm may delegate certain investment management responsibilities to outside managers under a third-party or sub-advisory management arrangement. As of December 31, 2023, the firm had over $527,200,419 in assets under management, all of which was managed on a discretionary basis. Financial Planning and Consulting Services Additionally, the firm provides project oriented and ongoing financial planning services in conjunction with investment management services detailed above or on a stand alone basis. For example, the firm offers advice or other strategic assistance in areas such as education funding,

retirement planning, estate planning, risk management, employee benefits planning, tax planning, etc. When engaged to provide financial planning assistance, clients are responsible for determining whether or not to implement a recommendation, and if they decide to do so, are responsible for implementation. The details of an engagement vary on a case by case basis depending on the complexity of the client’s financial situation. More comprehensive engagements, however, involve identification of goals and objectives, collection and analysis of data, formulation of a strategy, and preparation of a written plan. General Information The firm does not provide a “wrap fee” investment management program, although outside managers recommended or used by the firm may do so. For information regarding such programs provided by outside managers, please refer to the applicable outside manager’s ADV Part 2 Disclosure Brochure which is available upon request. Because CWA is a registered investment adviser, the firm is required to meet certain fiduciary standards when providing investment advice to clients. Additionally, when we provide investment advice related to a retirement plan account or an individual retirement account, we are considered fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. As such, we are required to act in your best interest and not put our interest ahead of yours, even though our compensation creates some conflicts with your interests in that the more you have us manage, the more we can earn. Our clients however are under no obligation to use services recommended by our associated persons. Furthermore, we believe that our recommendations are in the best interests of our clients and are consistent with our clients’ needs.