|
⚲
|
| Cannon Advisors Inc
✚
| |
|---|---|
| CRD # | 293929 |
| SEC # | 801-121835 |
| CIK # | |
| AUM | $136.8 MM (2024-03-22) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 704-820-8393 |
| Address | 2108 South Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 43.7 |
| (b) Individuals (high net worth individuals) | 55 | 91.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 136.8 |
| By Discretionary | ||
| Discretionary | 222 | 136.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 222 | 136.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.8 | |
| Total | 222 | 136.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Management Services Inc
✚
|
PA | 0.1 |
|
Pittsburgh Financial Planners Inc
✚
|
PA | 0.1 |
|
KOBO Wealth Conservancy LLC
✚
|
HI | 0.1 |
|
Tortuga Wealth Management Inc
✚
|
CA | 0.1 |
|
Willner & Heller LLC
✚
|
CA | 0.1 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.1 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.1 |
|
Nolet Wealth Management LLC
✚
|
TX | 0.1 |
|
Portus Wealth Advisors LLC
✚
|
NC | 0.1 |
|
CTA Wealth Advisors Inc
✚
|
CA | 0.1 |