Cannon Financial Strategists, Inc.

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.6B

95% of AUM

Avg account

$504K

Accounts

3,311

Employees

Advisory reps

Firm details

Headquarters: Athens, Georgia
CRD number: 133509
Registered since: June 18, 2014
Website: cannonfinancialstrategists.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.35%
Pension & Profit Sharing Plans16.86%
Individuals11.59%
Corporations / Businesses1.21%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Cannon Financial Strategists, Inc. is an independent registered investment adviser that has been SEC-registered since 2014. Owned by an individual principal, the firm works with both individual and family clients as well as institutional relationships. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation comes through a mix of asset-based fees, hourly charges, and fixed fees. In addition to advisory work, the firm operates as an insurance broker and accountant and maintains a broker-dealer affiliation. Cannon is not positioned as a capital allocator; instead, it implements client strategies through third-party managers and pooled vehicles alongside traditional mutual funds and ETFs. The firm is not flagged as an active ESG investor and does not identify as a multistate or newly formed adviser.