Cannon Capital Management, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 144247
- Registered since
- August 8, 2016
- Website
- www.cannoncap.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.59%
- Pension & Profit Sharing Plans31.38%
- Individuals11.38%
- Charitable Organizations3.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cannon Capital Management, Inc. is an independent, individually owned registered investment adviser that provides fee-based portfolio management and financial planning to both individual and institutional clients. The firm is SEC-registered (registered in 2016) and charges a percentage-of-AUM advisory fee. Core services listed on its ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm’s client base spans individual and family accounts as well as institutional relationships. Cannon Capital’s filings indicate it does not position itself primarily as an ESG investor and it is not a multi-state or newly formed 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
- Public Funds/Mutual Funds72%
- Other16%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$128M in ETFs
83%
$106M
17%
$21.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $25.1M | 33,965 | 19.70% |
Location
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6768 S 1300 E
- Time zone
- MT (UTC-7)
- Office locations
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