|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cannon Advisors Inc
✚
|
|
|---|---|
| CRD # | 293929 |
| SEC # | 801-121835 |
| CIK # | 0001805370 |
| AUM | $142.4 M (2025-03-04) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 704-820-8393 |
| Address | 2108 South Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.9 | ||
| Apple Inc | 4.8 | ||
| Alphabet Inc | 4.4 | ||
| Microsoft Corp | 4.1 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Amazon Com Inc | 3.8 | ||
| Blackstone Group LP | 3.7 | ||
| Caterpillar Inc | 3.4 | ||
| Cummins Inc | 3.3 | ||
| Cloudflare Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 48.8 |
| (b) Individuals (high net worth individuals) | 56 | 91.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 142.4 |
| By Discretionary | ||
| Discretionary | 721 | 142.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 721 | 142.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.4 | |
| Total | 721 | 142.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001805370] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Redwood Park Advisors LLC
✚
|
CA | 0.1 |
|
STW Associates
✚
|
0.1 | |
|
Taurum Retirement Partners LLC
✚
|
AZ | 0.1 |
|
Grace Capital Management LLC
✚
|
TX | 0.1 |
|
Haven Capital Group Inc
✚
|
CA | 0.1 |
|
Media Wealth LLC
✚
|
CA | 0.1 |
|
Seventwo LLC
✚
|
CO | 0.1 |
|
Wolfers Asset Management LLC
✚
|
0.1 | |
|
Hampton Rock Wealth Management I LLC
✚
|
TX | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |