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CANNON FINANCIAL STRATEGISTS, INC.
CRD 133509 · SEC 801-79869
649-8 SOUTH MILLEDGE AVE, ATHENS, GA, 30605, United States
Phone
706-548-3422
Fax
706-548-4526
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.67B
Discretionary AUM
$1.59B
Team
33 total employees; 27 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX COMPLIANCE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 597 | $193.5M |
| High net worth individuals | 389 | $1.17B |
| Pension/profit sharing plans | 24 | $281.5M |
| Corporations/business entities | 5 | $20.2M |
States served
AL, GA, KS, LA, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD