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| Cannon Advisors Inc
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|---|---|
| CRD # | 293929 |
| SEC # | 801-121835 |
| CIK # | 0001805370 |
| AUM | 181.6 M (2026-03-23) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 704-820-8393 |
| Address | 2108 South Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 5.0 | ||
| Nvidia Corp | 4.9 | ||
| Apple Inc | 3.9 | ||
| Amazon Com Inc | 3.4 | ||
| Caterpillar Inc | 3.2 | ||
| Cummins Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Thermo Fisher Scientific Inc | 2.1 | ||
| Zscaler Inc | 2.0 | ||
| Atmos Energy Corp | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 51.9 |
| (b) Individuals (high net worth individuals) | 66 | 127.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 230 | 181.6 |
| By Discretionary | ||
| Discretionary | 230 | 181.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 230 | 181.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.6 | |
| Total | 230 | 181.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001805370] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Angeles Family Office LLC
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CA | 182.0 M |
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Martin Capital Advisors LLP
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Freestate Advisors LLC
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|
Dark Horse Advisors LLC
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181.7 M | |
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Financial Partners LLC
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|
Lakeshore Capital Group Inc
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|
FPF FA LLC
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NC | 181.3 M |
|
Murphy Clarke Williams & Stone LLC
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FL | 181.2 M |
|
Crews & Associates Inc
✚
|
AR | 181.1 M |
|
Cole Wealth Management LLC
✚
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AZ | 181.1 M |