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| Cannon Financial Strategists Inc
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| |
|---|---|
| CRD # | 133509 |
| SEC # | 801-79869 |
| CIK # | 0002031123 |
| AUM | $1.3 BB (2024-03-18) |
| Employees | 30 (87% Investors, 33% Brokers) |
| Phone | 706-548-3422 |
| Address | 6498 South Milledge Ave Athens, GA 30605 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| KO | 269,985.6 | 3.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 557 | 197.2 |
| (b) Individuals (high net worth individuals) | 259 | 696.5 |
| (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 | 20 | 416.8 |
| (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 | 6 | 36.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,837 | 1,347.1 |
| By Discretionary | ||
| Discretionary | 2,568 | 1,288.5 |
| Non-Discretionary | 269 | 58.6 |
| Total | 2,837 | 1,347.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,347.1 | |
| Total | 2,837 | 1,347.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002031123] |
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