# Cannon Wealth Group LLC

> Cannon Wealth Group LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 173633
- Filed as: CANNON WEALTH GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173633
- AdvisorCensus page: https://advisorcensus.com/firm/cannon-wealth-group-llc-173633

## Quick answers

**How is Cannon Wealth Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cannon Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cannon Wealth Group LLC registered with the SEC or a state?**
Cannon Wealth Group LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 173633.

**How much does Cannon Wealth Group LLC manage?**
Cannon Wealth Group LLC reports $12,292,574 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (82% discretionary).

**What types of clients does Cannon Wealth Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (10).

**Does Cannon Wealth Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173633

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,292,574
- Discretionary: $10,113,407
- Non-discretionary: $2,179,167

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $3,649,143 |
| High net worth individuals | 10 | $8,643,431 |

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

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cannonwealthgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cannon Wealth Group LLC (CRD 173633): Form ADV filing data as of October 2026.