Cannon Advisors, Inc.
● SEC registered since 2021CRD 293929SEC# 801-121835Charlotte, NC
Reg. AUM
$181.6M
Employees
5
Accounts
230
Location
Charlotte, NC
Cannon Advisors, Inc. assets under management
Cannon Advisors, Inc. is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2021. It reports $181.6 million in regulatory assets under management and employs 5 people.
Cannon Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Danielle Anderson Cannon | Secretary And Director Of Operations | Under 5% | 2018 |
| Robert Bryan Cannon Control | President & Cco | Over 75% | 2017 |
Frequently asked questions
How much does Cannon Advisors, Inc. manage?
Cannon Advisors, Inc. reports $181.6 million in regulatory assets under management on its Form ADV.
How many employees does Cannon Advisors, Inc. have?
Cannon Advisors, Inc. reports 5 employees.
Where is Cannon Advisors, Inc. located?
Cannon Advisors, Inc. is based in Charlotte, NC and has been SEC-registered since 2021.
Does Cannon Advisors, Inc. disclose fund performance?
Cannon Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2108 South Boulevard, Suite 200, Charlotte, NC 28203 |
| Phone | 704-820-8393 |
| Fax | 704-765-9030 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.6M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$181.6Mregulatory AUM
Discretionary $181.6M