Cannon Financial Strategists, Inc.
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 133509
· SEC file 801-79869
· Athens, GA
· WWW.CANNONFINANCIALSTRATEGISTS.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $1.7B
- Discretionary
- $1.6B
- Clients
- 1,015
- Avg AUM / client
- $1.6M
- Accounts
- 3,311
- Employees
- 33
AUM over time
$127M
$1.7B
May 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Investments (13F portfolio — 109 positions, $760,793,759)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | INTL CORE EQUITY | $122,773,023 | 3,455,475 | 16.1% | 7.35% |
| 2 | Spdr Series Trust | STATE STREET SPD | $95,341,812 | 1,008,055 | 12.5% | 5.71% |
| 3 | American Centy Etf Tr | US LARGE CAP VLU | $91,098,238 | 1,130,111 | 12.0% | 5.46% |
| 4 | Spdr Series Trust | STATE STREET SPD | $86,503,869 | 883,504 | 11.4% | 5.18% |
| 5 | Vanguard Bd Index Fds | INTERMED TERM | $50,743,399 | 657,468 | 6.67% | 3.04% |
| 6 | Spdr Series Trust | STATE STREET SPD | $29,982,178 | 1,152,717 | 3.94% | 1.8% |
| 7 | Vanguard Index Fds | GROWTH ETF | $28,725,512 | 65,765 | 3.78% | 1.72% |
| 8 | American Centy Etf Tr | AVANTIS EMGMKT | $27,060,603 | 335,823 | 3.56% | 1.62% |
| 9 | Vanguard Index Fds | TOTAL STK MKT | $22,590,376 | 70,417 | 2.97% | 1.35% |
| 10 | American Centy Etf Tr | INTL EQT ETF | $22,241,392 | 262,157 | 2.92% | 1.33% |
| 11 | Capital Grp Fixed Incm Etf T | CORE BOND ETF | $18,438,095 | 702,136 | 2.42% | 1.1% |
| 12 | Ishares Tr | JPMORGAN USD EMG | $17,741,111 | 188,876 | 2.33% | 1.06% |
| 13 | Vanguard Admiral Fds Inc | SMLCP 600 VAL | $15,166,536 | 149,072 | 1.99% | 0.91% |
| 14 | Ishares Tr | CRE U S REIT ETF | $12,372,960 | 209,038 | 1.63% | 0.74% |
| 15 | Ishares Tr | ULTRA SHORT DUR | $11,510,796 | 227,396 | 1.51% | 0.69% |
| 16 | Spdr Series Trust | STATE STREET SPD | $7,615,917 | 96,331 | 1.0% | 0.46% |
| 17 | Vanguard Index Fds | SM CP VAL ETF | $7,372,955 | 33,938 | 0.97% | 0.44% |
| 18 | Ishares Tr | CORE 1 5 YR USD | $4,948,024 | 102,105 | 0.65% | 0.3% |
| 19 | Coca Cola Co | COM | $4,196,850 | 55,185 | 0.55% | 0.25% |
| 20 | Capital Grp Fixed Incm Etf T | MUNICIPAL INCOME | $4,044,655 | 148,974 | 0.53% | 0.24% |
| 21 | Dimensional Etf Trust | WORLD EX US CORE | $3,748,683 | 110,353 | 0.49% | 0.22% |
| 22 | Ishares Tr | NATIONAL MUN ETF | $3,039,736 | 28,636 | 0.4% | 0.18% |
| 23 | First Tr Exchng Traded Fd Vi | SMITH OPPORT FXD | $3,003,162 | 68,896 | 0.39% | 0.18% |
| 24 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $2,908,442 | 58,297 | 0.38% | 0.17% |
| 25 | Ishares Tr | CORE S&P500 ETF | $2,839,280 | 4,347 | 0.37% | 0.17% |
Top 25 of 109 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 597 | $193M | 11.6% |
| High net worth individuals | 389 | $1.2B | 70.3% |
| Pension and profit sharing plans | 24 | $282M | 16.9% |
| Corporations and other businesses | 5 | $20.2M | 1.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Deerfield Windsor School 403(b) Retirement Plan United Parents, Inc. | 2024 | |
| Pace Academy, Inc. Tax Sheltered Annuity Plan Pace Academy, Inc. | 2024 | |
| Floyd Healthcare Management, Inc. 401(k) Retirement Plan Floyd Healthcare Management | 2024 | |
| Tift Regional Health System 403(b) Plan Tift Regional Health System, Inc. | 2024 | |
| Georgia United Credit Union 401(k) Plan And Trust Georgia United Credit Union | 2024 | |
| Nwp Enterprises Inc 401(k) Profit Sharing Plan & Trust Nwp Enterprises Inc | 2024 | |
| Alabama Christian Academy 403(b) Dc Plan Alabama Christian Academy | 2024 | |
| Darlington School Dc Plan Darlington School | 2024 | |
| Affordable Business Solutions Retirement Plan Affordable Business Solutions, Inc. | 2024 | |
| Brenau University 403(b) Defined Contribution Plan Brenau University | 2024 | |
| Mcnair, Mclemore, Middlebrooks & Co., Llc 401(k) Plan Mcnair Mclemore Middlebrooks & Co., Llc | 2024 | |
| Jamestown 401(k) Plan Jamestown Management Corp. | 2024 |
People (29)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Young, Kim | Owner | Jan 2010 (17y) | 25% – 50% | |
| George Hamilton Williams | Owner, Board Member | Jun 2011 (15y) | 25% – 50% | |
| Kelly L Dixon | Chief Compliance Officer, Chief Executive Officer, President, Owner, Board Member | Jul 2011 (15y) | 25% – 50% | |
| Jeffrey Jon Young | Chief Investment Officer, Board Member | Aug 2011 (15y) | Less than 5% | |
| Euell, Christopher, J. | Chief Operating Officer, Chief Information Officer | Dec 2021 (5y) | Less than 5% | |
| Phillip Kyle Yancey | Registered representative | Mar 2005 (21y) | ||
| James Allan Middleton | Registered representative | Oct 2010 (16y) | ||
| Louis Nicholas Pappas | Registered representative | CFP | Jun 2011 (15y) | |
| Jack William Reilley | Registered representative | CFP | Apr 2014 (12y) | |
| John Rufus Cole | Registered representative | Chartered Financial Consultant | Aug 2016 (10y) | |
| Stephen Kuzniak | Registered representative | CFP | Feb 2017 (9y) | |
| Matthew Ryan Goyen | Registered representative | CFP | Mar 2017 (9y) | |
| Kelly Lanier Goekjian | Registered representative | Mar 2018 (8y) | ||
| Kristin Lynn Smith | Registered representative | Jun 2018 (8y) | ||
| Kristen Bell Manweiler | Registered representative | CFP | Nov 2018 (8y) | |
| Logan Thomas Harr | Registered representative | Sep 2020 (6y) | ||
| Jonathan Pope North | Registered representative | Nov 2020 (6y) | ||
| Kevin Steed Van Cise | Registered representative | Sep 2021 (5y) | ||
| William Cody Bodrey | Registered representative | Sep 2021 (5y) | ||
| Robert Montague Carlton | Registered representative | Oct 2021 (5y) | ||
| R. Marshall Danner | Registered representative | Jul 2023 (3y) | ||
| Rachel Ann Smith | Registered representative | Oct 2023 (3y) | ||
| Robert B Farr | Registered representative | Aug 2024 (2y) | ||
| Landon John Ragle | Registered representative | Sep 2024 (2y) | ||
| Ian Payne | Registered representative | CFP | Oct 2024 (2y) | |
| Joseph Arthur Lyons | Registered representative | Oct 2024 (2y) | ||
| Samuel Mc Coy Wages | Registered representative | Mar 2025 (1y) | ||
| Fletcher Anthony Sheffield | Registered representative | Jul 2025 (1y) | ||
| Camden Michael Leak | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (12)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Deerfield Windsor School 403(b) Retirement Plan | United Parents, Inc. | 57 | $11.6M | 08/01/2024 |
| Pace Academy, Inc. Tax Sheltered Annuity Plan | Pace Academy, Inc. | 335 | $60.8M | 01/01/2024 |
| Floyd Healthcare Management, Inc. 401(k) Retirement Plan | Floyd Healthcare Management | 3,950 | $205M | 01/01/2024 |
| Tift Regional Health System 403(b) Plan | Tift Regional Health System, Inc. | 2,531 | $406M | 01/01/2024 |
| Georgia United Credit Union 401(k) Plan And Trust | Georgia United Credit Union | 341 | $46.5M | 01/01/2024 |
| Nwp Enterprises Inc 401(k) Profit Sharing Plan & Trust | Nwp Enterprises Inc | 245 | $17.1M | 01/01/2024 |
| Alabama Christian Academy 403(b) Dc Plan | Alabama Christian Academy | 95 | $8.3M | 01/01/2024 |
| Darlington School Dc Plan | Darlington School | 201 | $43.3M | 01/01/2024 |
| Affordable Business Solutions Retirement Plan | Affordable Business Solutions, Inc. | 78 | $3.4M | 01/01/2024 |
| Brenau University 403(b) Defined Contribution Plan | Brenau University | 369 | $67.5M | 01/01/2024 |
| Mcnair, Mclemore, Middlebrooks & Co., Llc 401(k) Plan | Mcnair Mclemore Middlebrooks & Co., Llc | 109 | $50.5M | 01/01/2024 |
| Jamestown 401(k) Plan | Jamestown Management Corp. | 544 | $90.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 978 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (62% of AUM) Mar 2026
- Tiaa Cref Individual & Institutional Services, Llc $309M (18% of AUM) Mar 2026
- Transamerica Financial Advisors, Inc $189M (14% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗