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 organized as a corporation and operating under individual ownership. The firm advises both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Cannon Advisors also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Firm filings indicate it is SEC-registered since 2021. Cannon appears to favor liquid equity exposure as a core building block while supplementing client portfolios with insurance products and negotiated fee structures that can accommodate hourly or project-based engagements. The firm does not position itself as an ESG-focused allocator.
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 1ROBERT CANNON
CEO/Chief Portfolio StrategistCRD 2748195
Contacts
3 of 6Barbara 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 43Active vs passive
$87.5M in ETFs
83%
$72.2M
17%
$15.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.9M | 13,741 | 10.22% |
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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