Investment adviser · CRD 144247
CANNON CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
SALT LAKE CITY, UT, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $386M Form ADV · Item 5.F
- Client accounts
- 243 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 57 | $206,887,092 | 53.6% |
| Retirement plans | 28 | $121,137,991 | 31.4% |
| Individuals | 154 | $43,924,719 | 11.4% |
| Charities | 4 | $14,123,496 | 3.7% |
Filing source
Form ADV 2127126 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
6768 SOUTH 1300 EASTSALT LAKE CITY, UT, 84121-2719, United States
CRD 144247
Filing source
Form ADV 2127126 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.