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, SEC‑registered advisory firm (registered in 2014) organized as a corporation and owned by an individual. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker and provides accounting-related services. Fees are charged via a mix of AUM percentages, hourly billing, and fixed fees. Cannon does not identify as an active ESG investor and is not presented as a multi‑state or capital‑allocating adviser.
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 3
Jeffrey Young
CIOCRD 4712342
Kelly Dixon
CEOCRD 5854982
Christopher Euell
Chief Operating OfficerCRD 7435025
Contacts
3 of 25
Louis 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 99Active vs passive
$1.2B in ETFs
66%
$769M
34%
$398M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $134M | 3,603,650 | 11.51% |
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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