CANNON CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2016

Total AUM

$386M

Discretionary

$386M

100% of AUM

Avg account

$1.6M

Accounts

243

Employees

Advisory reps

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

FINTRX

Overview

Cannon Capital Management, Inc. is an independent, SEC-registered registered investment adviser that operates as a corporation and is owner-operated. The firm bills clients on a percentage-of-assets basis and provides comprehensive advisory services including financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Cannon Capital does not self-identify as an active ESG investor or a multi-state adviser, and it is not classified as a capital allocator. The client base includes both individual and family clients as well as institutional relationships. Advisory emphasis appears oriented toward discretionary portfolio management supported by planning and pension consulting capabilities rather than proprietary product distribution.