DAVID RHODES CANNON, C.P.A., LLC

Overview

David Rhodes Cannon, C.P.A., LLC is a small, owner-operated limited liability company run by David Rhodes Cannon that combines accounting services with basic advisory work. The firm provides financial planning and portfolio management aimed at individuals and small businesses, and bills clients through a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity is minimal in scale: the firm holds a very small discretionary asset base and shows a clear preference for cash and cash equivalents as the primary holding. The firm does not position itself as an allocator to external alternative fund managers and is not active in ESG investing.

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Investments & Alternatives

Location & Offices