Cannon Wealth Group LLC

Overview

Cannon Wealth Group LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model leans toward discretionary portfolio management—roughly four out of five dollars under management are handled on a discretionary basis—allowing advisors to implement asset allocations and rebalancing without seeking client sign-off on every trade. Investment practice emphasizes exchange-traded equity exposure alongside a pronounced preference for fixed‑income. Fee arrangements are flexible: the firm charges asset‑based fees, but also offers hourly and fixed‑fee engagements, which fits a mix of ongoing wealth management relationships and project‑based planning work. Cannon Wealth Group uses Charles Schwab as its primary custodian, which supports a mix of individual equities, ETFs, mutual funds, annuities and separately managed account (SMA) structures.

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Public Holdings

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Location & Offices