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| Happy Holidays!! thanks for using AUM13F!! |
| Cannon Wealth Management Services LLC
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| CRD # | 323302 |
| SEC # | 801-126703 |
| CIK # | 0002043725 |
| AUM | $213.1 M (2025-02-14) |
| Employees | 11 (64% Investors, 45% Brokers) |
| Phone | 336-231-6844 |
| Address | 2160 Country Club Road Winston Salem, NC 27104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 5.6 | ||
| Apple Inc | 3.1 | ||
| Microsoft Corp | 2.3 | ||
| Duke Energy Corp | 2.3 | ||
| Amazon Com Inc | 1.7 | ||
| Nvidia Corp | 1.4 | ||
| Tesla Motors Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 99.1 |
| (b) Individuals (high net worth individuals) | 60 | 110.8 |
| (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 | 0.9 |
| (h) Charitable organizations | 4 | 1.2 |
| (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 | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 967 | 213.1 |
| By Discretionary | ||
| Discretionary | 925 | 208.4 |
| Non-Discretionary | 42 | 4.7 |
| Total | 967 | 213.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.1 | |
| Total | 967 | 213.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002043725] |
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