Cannon Advisors, Inc.
- Regulatory AUM
- $182M
- Discretionary
- $182M
- Clients
- 230
- Avg AUM / client
- $790K
- Accounts
- 230
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $51.9M | 28.6% |
| High net worth individuals | 66 | $128M | 70.2% |
| Corporations and other businesses | 2 | $2.1M | 1.18% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Bryan Cannon | President & Cco | CFP | Dec 2017 (9y) | 75% or more |
| Cannon, Lisa, Danielle Anderson | Secretary And Director Of Operations | Jun 2018 (8y) | Less than 5% | |
| Barbara Ann Bell | Registered representative | CFP | Jun 2018 (8y) | |
| Michael Robert Boykin | Registered representative | Jun 2018 (8y) | ||
| Jared Alan Mccutcheon | Registered representative | Feb 2023 (3y) | ||
| Philip Andrew Gephart | Registered representative | Nov 2024 (2y) | ||
| Cormac Kevin Lynch | Registered representative | Jun 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 896 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
Custody
Reported custodians
- Charles Schwab & Co. $180M (99% of AUM) Mar 2026
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) ↗