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CANNON ADVISORS

CANNON ADVISORS, INC.

CRD 293929 · SEC 801-121835

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2108 SOUTH BOULEVARD, SUITE 200, CHARLOTTE, NC, 28203, United States

Phone

704-820-8393

Fax

704-765-9030

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$181.6M

Discretionary AUM

$181.6M

Team

5 total employees; 5 advisory reps

Clients

0

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 consulting

Client types

TypeClientsAUM
Individuals162$51.9M
High net worth individuals66$127.6M
Corporations/business entities2$2.1M

States served

NY, NC, SC, TX

All web addresses on file

Official SEC filing: View on IAPD