CANNON BEACH FINANCIAL ADVISORS

Overview

Cannon Beach Financial Advisors is an independent registered investment adviser formed in 2006 that focuses on serving individual and family clients, with portfolio management services for small businesses. The firm operates on a fee model that combines a percentage-of-assets component with hourly and fixed-fee engagements, and it manages client relationships primarily on a discretionary basis. Its investment approach is tilted toward pooled public vehicles — mutual funds and other public funds make up the largest share of invested assets — complemented by allocations to third‑party alternative managers for diversification and income enhancement. The firm does not identify as an active ESG investor and, despite maintaining multiple physical offices, is not reported as a multi-state adviser in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices