Cannon Financial Strategists, Inc.
● SEC registered since 2014CRD 133509SEC# 801-79869Athens, GA
Reg. AUM
$1.67B
Employees
33
Accounts
3,311
Location
Athens, GA
Cannon Financial Strategists, Inc. assets under management
Cannon Financial Strategists, Inc. is an investment advisory firm registered with the SEC based in Athens, GA. The firm has been registered since 2014. It reports $1.7 billion in regulatory assets under management and employs 33 people.
Cannon Financial Strategists, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher J. Euell Control | Chief Operating Officer, Chief Information Officer | Under 5% | 2021 |
| Jeffrey Jon Young Control | Chief Investment Officer | Under 5% | 2021 |
| Kelly L Dixon Control | Chief Compliance Officer, Chief Executive Officer, President, Owner, Board Member | Over 75% | 2021 |
Frequently asked questions
How much does Cannon Financial Strategists, Inc. manage?
Cannon Financial Strategists, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Cannon Financial Strategists, Inc. have?
Cannon Financial Strategists, Inc. reports 33 employees.
Where is Cannon Financial Strategists, Inc. located?
Cannon Financial Strategists, Inc. is based in Athens, GA and has been SEC-registered since 2014.
Does Cannon Financial Strategists, Inc. disclose fund performance?
Cannon Financial Strategists, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 649-8 South Milledge Ave, Athens, GA 30605 |
| Phone | 706-548-3422 |
| Fax | 706-548-4526 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2031123 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.67B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$1.67Bregulatory AUM
Discretionary $1.59BNon-discretionary $83.7M