|
⚲
|
| Keyboard |
| Cannon Wealth Management Services LLC
✚
|
|
|---|---|
| CRD # | 323302 |
| SEC # | 801-126703 |
| CIK # | 0002043725 |
| AUM | 245.2 M (2026-04-30) |
| Employees | 8 (62% Investors, 50% Brokers) |
| Phone | 336-231-6844 |
| Address | 2160 Country Club Road Winston Salem, NC 27104 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 5.8 | ||
| Apple Inc | 3.6 | ||
| Duke Energy Corp | 2.6 | ||
| Microsoft Corp | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Nvidia Corp | 1.5 | ||
| Tesla Motors Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 105.6 |
| (b) Individuals (high net worth individuals) | 53 | 94.0 |
| (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 | 1 | 1.0 |
| (h) Charitable organizations | 6 | 2.1 |
| (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 | 0 | 0.0 |
| (n) Other | 30 | 42.5 |
| Total | 1,001 | 245.2 |
| By Discretionary | ||
| Discretionary | 966 | 240.6 |
| Non-Discretionary | 35 | 4.6 |
| Total | 1,001 | 245.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.2 | |
| Total | 1,001 | 245.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002043725] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinnacle West Asset Management Inc
✚
|
WY | 245.9 M |
|
Toro West Capital Advisors LLC
✚
|
CO | 245.7 M |
|
Global Wealth Management LLC
✚
|
NJ | 245.7 M |
|
RM Financial Services LLC
✚
|
ME | 245.4 M |
|
W Advisors LLC
✚
|
TN | 244.9 M |
|
Integras Partners LLC
✚
|
GA | 244.8 M |
|
Merrion Investment Management Co LLC
✚
|
NJ | 244.8 M |
|
MJR Financial LLC
✚
|
TX | 244.7 M |
|
Clear Ridge Wealth Management LLC
✚
|
MI | 244.6 M |
|
Boyce & Associates Wealth Consulting Inc
✚
|
TX | 244.6 M |