Julio C. Canas

INVERSIONES SURA

MIAMI, FL 33131

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CRD#: 6130484

Professional summary

Julio Cesar Canas, who also goes by Julio Canas, is a registered financial advisor currently at INVERSIONES SURA located in Miami, Florida.

Julio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Julio has worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julio Canas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EFC Capital Management LLC (DBA EFC Group). Non-investment related. 2915 SW 20th St. Miami, FL 33145. Financial Consulting Company. Managing Partner since October 2012. 1 hours a day. Fintelhub LLC. Non-investment related. 2915 SW 20th St. Miami, FL 33145. Financial Education. Managing Partner since January 2020. 2 hours a day. International Compliance Solutions LLC. Non-investment related. 1441 Brickell Ave. Suite 1007. Miami, FL 33131. Compliance Consulting. Senior Consultant since February 2019. 4 hours a day. As a consultant at ICS, Mr. Canas has served as an Outsourced CCO for the following companies: Acci Capital Investments LLC, Expam Capital LLC, Storge Partners Economic Studies LLC, Flow Focus DBA Atlas Financial Group, LW Investment Management (USA) Inc, Inversiones SURA Corp.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julio Cesar Canas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2022 - Present

INVERSIONES SURA

Office #1: 1395 Brickell Avenue Suite 800, Miami, FL 33131

RIA

CRD#: 318065

MIAMI, FL

Current

INVERSIONES SURA | INVERSIONES SURA SOLUCIONES INTERNACIONALES | INVERSIONES SURA CORP

CRD#: 318065 / SEC#: 801-132240

RIA

Registered Investment Advisory firm - (4/10/2025 Approved)

Florida

Registered Investment Advisory firm - (4/14/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/19/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/6/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/31/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/14/2015

General Securities Representative Examination

Current Firm

INVERSIONES SURA

INVERSIONES SURA | INVERSIONES SURA SOLUCIONES INTERNACIONALES | INVERSIONES SURA CORP

CRD#: 318065 / SEC#: 801-132240

RIA

Registered Investment Advisory firm - (4/10/2025 Approved)

Florida

Registered Investment Advisory firm - (4/14/2025 Terminated)

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Contact information

Main Address

1395 Brickell Avenue Suite 800, Miami, FL 33131

Mailing Address

Phone number

(305) 448-0014

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 2B INVERSIONES SURA (2/21/2025)

Regulatory assets under management

Total Number of Accounts	251
AUM (Assets Under Management)	$ 103,037,572

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Julio C. Canas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julio Cesar Canas's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ATLAS FINANCIAL GROUP

WELCY CAPITAL ADVISORS LLC

STORGE

ACCI CAPITAL

EXPAM CAPITAL

FIVENCA ASSET MANAGEMENT

FIVENCA ASSET MANAGEMENT

HARBOR ITHAKA

EFC CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

INVERSIONES SURA

State Registrations and Notice Filings

Exams

Series 63

Date: 3/19/2012

Series 65

Date: 2/6/2012

SIE

Date: 1/31/2019

Series 7

Date: 1/14/2015

Current Firm

INVERSIONES SURA

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVERSIONES SURA

TRUST BUT VERIFY

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