Cannon Capital Management, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 144247
- Registered since
- August 8, 2016
- Website
- www.cannoncap.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.59%
- Pension & Profit Sharing Plans31.38%
- Individuals11.38%
- Charitable Organizations3.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cannon Capital Management, Inc. is an independent, SEC-registered RIA that operates on a percentage-of-AUM fee model. Founded in 2016 and owned by an individual, the firm advises both high-net-worth individuals and families as well as institutional clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Cannon does not identify as an active ESG investor and is not set up as a multi-state adviser or a capital allocator; its alternative investments are accessed via external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Other16%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Chace Cannon
Managing DirectorCRD 5960781
Clinton Cannon
Managing DirectorCRD 2304488
Justin Vargas
Portfolio ManagerCRD 8019054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$102M in ETFs
81%
$82.7M
19%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US MID-CAP ETF (SCHM) | Schwab | Passive | Mid Cap Blend | $15.7M | 425,771 | 15.38% |
Location
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6768 S 1300 E
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Smedley Financial Services Inc
RIASalt Lake City , UT
Lefavi Wealth Management
RIASalt Lake City , UT
Slayton Lewis Inc
RIASalt Lake City , UT
Wealth Management Cpas, LLC
RIASalt Lake City , UT
Tingey Advisors Inc
RIASalt Lake City , UT
Wasatch Health Partners
RIASalt Lake City , UT