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| Happy Holidays!! thanks for using AUM13F!! |
| Cannon Financial Strategists Inc
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| CRD # | 133509 |
| SEC # | 801-79869 |
| CIK # | 0002031123 |
| AUM | $1.4 B (2025-03-31) |
| Employees | 36 (78% Investors, 25% Brokers) |
| Phone | 706-548-3422 |
| Address | 6498 South Milledge Ave Athens, GA 30605 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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) | 500 | 127.1 |
| (b) Individuals (high net worth individuals) | 407 | 1,025.4 |
| (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 | 21 | 240.1 |
| (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 | 41.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,140 | 1,434.0 |
| By Discretionary | ||
| Discretionary | 2,809 | 1,351.2 |
| Non-Discretionary | 331 | 82.8 |
| Total | 3,140 | 1,434.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,434.0 | |
| Total | 3,140 | 1,434.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002031123] |
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