Overview
Assets Under Management: $304 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Frequently Asked Questions
CANNON CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144247), CANNON CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CANNON CAPITAL MANAGEMENT, INC. is headquartered in SALT LAKE CITY, UT.
CANNON CAPITAL MANAGEMENT, INC. serves 48 high-net-worth clients according to their SEC filing dated July 25, 2024. View client details ↓
According to their SEC Form ADV, CANNON CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CANNON CAPITAL MANAGEMENT, INC. manages $304 million in client assets according to their SEC filing dated July 25, 2024.
According to their SEC Form ADV, CANNON CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 853
Discretionary Accounts: 823
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 144247
Last Filing Date: 2024-07-25 00:00:00
Website: https://cannoncap.com