Cannon Capital Management, Inc.

RIASEC RegisteredEst. 2016

Total AUM

$386M

Discretionary

$386M

100% of AUM

Avg account

$1.6M

Accounts

243

Employees

Advisory reps

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

FINTRX

Overview

Cannon Capital Management, Inc. is an independent, SEC-registered advisory firm organized as a corporation and operating since 2016. The firm is owner-managed and serves both individual/family clients and institutional clients. Its fee model is a percentage of assets under management and 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 positioned as a capital allocator; instead it implements client portfolios using mutual funds, ETFs, individual securities and third‑party alternative funds. The firm reports discretionary management across its client base.