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Cannon Advisors, Inc.

● SEC registered since 2021CRD 293929SEC# 801-121835Charlotte, NC
Export (members)
Reg. AUM
$142.4M
Employees
5
Accounts
721
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 $142.4 million in regulatory assets under management and employs 5 people.

Cannon Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Lisa Danielle Anderson CannonSecretary And Director Of OperationsUnder 5%2018
Robert Bryan Cannon ControlPresident & CcoOver 75%2017

Frequently asked questions

How much does Cannon Advisors, Inc. manage?

Cannon Advisors, Inc. reports $142.4 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

Address2108 South Boulevard, Suite 200, Charlotte, NC 28203
Phone704-820-8393
Fax704-765-9030
Office hours8:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.4M
Non-discretionary$0
Total (RAUM)$142.4M