PPrivate Fund Data Log in Join · $37/mo

Cannon Financial Strategists, Inc.

● SEC registered since 2014CRD 133509SEC# 801-79869Athens, GA
Export (members)
Reg. AUM
$1.43B
Employees
36
Accounts
3,140
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 $1.4 billion in regulatory assets under management and employs 36 people.

Cannon Financial Strategists, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Christopher J. Euell ControlChief Operating Officer, Chief Information OfficerUnder 5%2021
George Hamilton Williams ControlOwner, Board Member25-50%2011
Jeffrey Jon Young ControlChief Investment Officer, Board MemberUnder 5%2021
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Cannon Financial Strategists, Inc. manage?

Cannon Financial Strategists, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Cannon Financial Strategists, Inc. have?

Cannon Financial Strategists, Inc. reports 36 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

Address649-8 South Milledge Ave, Athens, GA 30605
Phone706-548-3422
Fax706-548-4526
Office hours8:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2031123
Discloses disciplinary historyNo

Assets under management

Discretionary$1.35B
Non-discretionary$82.8M
Total (RAUM)$1.43B