Overview
- Headquarters
- Winston Salem, NC
- Total Firm Assets
- $245 million
- Average High-Net-Worth Client Portfolio Size
- $1.8 million
Fee Disclosure
Source: CANNON WEALTH MANAGEMENT SERVICES FORM ADV PART 2A (2026-04-29)
· View brochure text
Latest filing: CANNON WEALTH MANAGEMENT SERVICES ADV PART 2A WRAP (2026-04-29)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000 | 1.80% |
| $100,001 | $250,000 | 1.68% |
| $250,001 | $500,000 | 1.55% |
| $500,001 | $1,000,000 | 1.43% |
| $1,000,001 | $2,000,000 | 1.30% |
| $2,000,001 | $3,000,000 | 1.18% |
| $3,000,001 | $4,000,000 | 1.05% |
| $4,000,001 | $5,000,000 | 0.93% |
| $5,000,001 | $7,500,000 | 0.80% |
| $7,500,001 | $10,000,000 | 0.68% |
| $10,000,001 | $12,500,000 | 0.55% |
| $12,500,001 | $15,000,000 | 0.42% |
| $15,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,312 | 1.53% |
| $5 million | $59,812 | 1.20% |
| $10 million | $96,688 | 0.97% |
| $50 million | $226,062 | 0.45% |
| $100 million | $376,062 | 0.38% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 38.34%
- Number of High-Net-Worth Clients
- 53
- Total Client Accounts
- 1,001
- Discretionary Accounts
- 966
- Non-Discretionary Accounts
- 35
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 323302
- CANNON WEALTH MANAGEMENT SERVICES ADV PART 2A WRAP (2026-04-29) · View brochure text
- CANNON WEALTH MANAGEMENT SERVICES FORM ADV PART 2A (2026-04-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗