CANNON FINANCIAL STRATEGISTS, INC.
Firm details
- Headquarters
- ATHENS, Georgia
- CRD number
- 133509
- Registered since
- June 18, 2014
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.35%
- Pension & Profit Sharing Plans16.86%
- Individuals11.59%
- Corporations / Businesses1.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cannon Financial Strategists, Inc. is an independent, individual-owned registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm also operates as an insurance broker and maintains accounting capabilities, and it has an affiliation with a broker-dealer. Its client mix includes both individual and family relationships as well as institutional clients. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities44%
- Public Funds/Mutual Funds40%
- Other13%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3JEFFREY YOUNG
CIOCRD 4712342
KELLY DIXON
CEOCRD 5854982
Christopher Euell
Chief Operating OfficerCRD 7435025
Contacts
3 of 25LOUIS PAPPAS
Registered RepresentativeCRD 5032986
Fletcher Sheffield
AssociateCRD 7953859
Stephen Kuzniak
Financial AdvisorCRD 6726947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$1B in ETFs
65%
$661M
35%
$351M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $123M | 3,455,475 | 12.12% |
Location
ATHENS, GA
CLARKE
Location
ATHENS, GA
Headquartered in ATHENS, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- CLARKE
- Address
- 6498 S Milledge Ave
- Time zone
- ET (UTC-5)
- Office locations
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