# Cannon Advisors

> Cannon Advisors is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 293929
- Filed as: CANNON ADVISORS
- Legal name: Cannon Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293929
- AdvisorCensus page: https://advisorcensus.com/firm/cannon-advisors-charlotte-nc-293929

## Quick answers

**How is Cannon Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Cannon Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Cannon Advisors charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $1,500 to $5,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cannon Advisors located?**
Cannon Advisors' principal office is in Charlotte, NC, according to its Form ADV.

**Is Cannon Advisors registered with the SEC or a state?**
Cannon Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 293929.

**How much does Cannon Advisors manage?**
Cannon Advisors reports $181,589,754 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Cannon Advisors' assets and staff changed since 2021?**
In the Form ADV data for Cannon Advisors: Regulatory assets under management: $108,724,672 in the October 2021 data and $181,589,754 in the October 2026 data, up 67%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cannon Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (162); high net worth individuals (66); corporations or other businesses not listed above (2).

**Which custodians does Cannon Advisors use?**
Cannon Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cannon Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293929

**Does Cannon Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Our minimum household account size is $1,000,000. Cannon Advisors retains the discretion to waive our minimum account size on a client-by-client basis."

**What changed in Cannon Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $142,414,019 to $181,589,754 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our minimum household account size is $1,000,000. Cannon Advisors retains the discretion to waive our minimum account size on a client-by-client basis.

- Flat fee: $1,500 to $5,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $1,500 and $5,000 and will be memorialized in Exhibit I of the Financial Planning Agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $181,589,754
- Discretionary: $181,589,754
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 162 | $51,882,397 |
| High net worth individuals | 66 | $127,563,410 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $2,143,947 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NY, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cannonadvisors.com
- Facebook @CannonAdvisors
- LinkedIn @bryancannon1
- X @CannonAdvisors
- YouTube @UCx0z7UoCgGS0SR03o MtaIEg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,724,672 | 4 | August 11, 2021 |
| October 2022 | $129,263,512 | 4 | March 18, 2022 |
| October 2023 | $119,888,169 | 4 | March 14, 2023 |
| October 2024 | $136,800,290 | 4 | March 22, 2024 |
| October 2025 | $142,414,019 | 5 | March 4, 2025 |
| October 2026 | $181,589,754 | 5 | March 23, 2026 |

Regulatory assets under management: $108,724,672 in the October 2021 data and $181,589,754 in the October 2026 data, up 67%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $142,414,019 to $181,589,754 (+28%).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cannon Advisors (CRD 293929): Form ADV filing data as of October 2026.