CANNON CAPITAL MANAGEMENT, INC.
Adviser information for CANNON CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
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Fiscal Year End | DECEMBER |
Legal Location | Utah, United States |
Employees
Total Number of Employees | 9 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 823 | $191.7M |
Non-Discretionary | 30 | $112.4M |
Total | 853 | $304.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 776 | $37.8M |
HNW Individuals | 43 | $142.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 30 | $112.4M |
Charitable organizations | 4 | $11.2M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-108249 |
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SEC ERA File Number | 801-108249 |
SEC CIK Numbers | None |
SEC CRD Numbers | 144247 |
Legal Entity Identifier | None |
Principal Office
6768 SOUTH 1300 EASTSALT LAKE CITY
UT
United States
Monday - Friday, 9:30 AM - 5:00 PM
Tel: 801-566-3190, Fax: 801-208-8003
Chief Compliance Officer
CLINTON C. CANNON
6768 SOUTH 1300 EAST
SALT LAKE CITY
UT
United States
Tel:
801 566-3190
Fax:
801 208-8003
C****@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CANNON, CLINTON, CROXALL | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 01/2024 | > 75% |
CANNON, CHACE, TAYLOR | Individual | – | CHIEF OPERATING OFFICER, MANAGING DIRECTOR | 08/2017 | < 5% |