# David Rhodes Cannon, C.P.A., LLC

> David Rhodes Cannon, C.P.A., LLC is a state-registered investment advisory firm in Frisco, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 327314
- Filed as: DAVID RHODES CANNON, C.P.A., LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Frisco, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327314
- AdvisorCensus page: https://advisorcensus.com/firm/david-rhodes-cannon-c-p-a-llc-frisco-tx-327314

## Quick answers

**How is David Rhodes Cannon, C.P.A., LLC compensated?**
On its Form ADV (Item 5.E, October 2026), David Rhodes Cannon, C.P.A., 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.

**Where is David Rhodes Cannon, C.P.A., LLC located?**
David Rhodes Cannon, C.P.A., LLC's principal office is in Frisco, TX, according to its Form ADV.

**Is David Rhodes Cannon, C.P.A., LLC registered with the SEC or a state?**
David Rhodes Cannon, C.P.A., LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327314.

**How much does David Rhodes Cannon, C.P.A., LLC manage?**
David Rhodes Cannon, C.P.A., LLC reports $64,206 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**Does David Rhodes Cannon, C.P.A., 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/327314

## 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: $64,206
- Discretionary: $64,206
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $64,206 |
| High net worth individuals | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [davidrhodescannon.com](https://davidrhodescannon.com)
- LinkedIn @david-cannon-cpa-and-cfp®-11530017

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. David Rhodes Cannon, C.P.A., LLC (CRD 327314): Form ADV filing data as of October 2026.
