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| Keyboard |
| Cannon Financial Strategists Inc
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|---|---|
| CRD # | 133509 |
| SEC # | 801-79869 |
| CIK # | 0002031123 |
| AUM | 1,669.8 M (2026-03-23) |
| Employees | 33 (82% Investors, 36% Brokers) |
| Fees | |
| Minimum | |
| Phone | 706-548-3422 |
| Address | 6498 South Milledge Ave Athens, GA 30605 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Coca Cola Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 597 | 193.5 |
| (b) Individuals (high net worth individuals) | 389 | 1,174.7 |
| (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 | 24 | 281.5 |
| (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 | 5 | 20.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,311 | 1,669.8 |
| By Discretionary | ||
| Discretionary | 2,976 | 1,586.1 |
| Non-Discretionary | 335 | 83.7 |
| Total | 3,311 | 1,669.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,669.8 | |
| Total | 3,311 | 1,669.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002031123] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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