Overview
Assets Under Management: $1.4 billion
Headquarters: ATHENS, GA
High-Net-Worth Clients: 407
Average Client Assets: $3 million
Frequently Asked Questions
CANNON FINANCIAL STRATEGISTS, 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 #133509), CANNON FINANCIAL STRATEGISTS, INC. is subject to fiduciary duty under federal law.
CANNON FINANCIAL STRATEGISTS, INC. is headquartered in ATHENS, GA.
CANNON FINANCIAL STRATEGISTS, INC. serves 407 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, CANNON FINANCIAL STRATEGISTS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CANNON FINANCIAL STRATEGISTS, INC. manages $1.4 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, CANNON FINANCIAL STRATEGISTS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 407
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,140
Discretionary Accounts: 2,809
Non-Discretionary Accounts: 331
Regulatory Filings
CRD Number: 133509
Filing ID: 1970400
Last Filing Date: 2025-03-31 14:40:00
Website: https://cannonfinancialstrategists.com