Cannon Advisors
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 293929
- Registered since
- July 23, 2021
- Website
- www.cannonadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.25%
- Individuals28.57%
- Corporations / Businesses1.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cannon Advisors is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individuals/families and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Cannon Advisors also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities81%
- Derivatives6%
- US Government Bonds5%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1
Robert Cannon
CEO/Chief Portfolio StrategistCRD 2748195
Contacts
3 of 6
Barbara Bell
Financial AdvisorCRD 6173944
Philip Gephart
Financial AdvisorCRD 7490844
Michael Boykin
Financial AdvisorCRD 6595460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$149M in ETFs
91%
$135M
9%
$14M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.6M | 14,791 | 7.14% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2108 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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