Investment adviser · CRD 323302

CANNON WEALTH MANAGEMENT SERVICES

Investment adviser filing (IA)

CANNON WEALTH MANAGEMENT SERVICES, LLC

WINSTON SALEM, NC, United States · Form ADV filed Apr 30, 2026

Regulatory AUM
$245M
Form ADV · Item 5.F
Client accounts
1,001
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals321$105,598,01943.1%
High-net-worth individuals53$93,993,43738.3%
Other clients30$42,516,93717.3%
Charities6$2,061,8330.8%
Retirement plansFewer than 5$993,1950.4%
Filing source

Form ADV 2101320 · Apr 30, 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 funds

The 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: Apr 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2160 COUNTRY CLUB ROAD
WINSTON SALEM, NC, 27104, United States

CRD 323302

Filing source

Form ADV 2101320 · Apr 30, 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.