Cannoles Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cannoles Asset Management, Inc. is a state-registered investment adviser that provides discretionary asset management and related financial planning calculations to individuals, families, and business clients. The firm manages client portfolios with ongoing monitoring, periodic rebalancing, and regular performance reporting.
The firm’s investment process emphasizes fundamental analysis supported by third‑party research (including Weiss Research and Morningstar) and implements strategies using mutual funds, individual stocks and bonds with both long- and short-term holdings as appropriate. Portfolios are managed within client‑imposed restrictions on a discretionary basis, with account reviews conducted at least quarterly or annually.
A distinctive feature is the firm’s affiliation with an accounting practice: its principals are licensed CPAs and maintain separate accounting businesses, and the brochure discloses they may devote a substantial portion of their time to non‑advisory services—a structure that is uncommon among peers. Although the firm’s staff have accounting credentials, the brochure states the firm does not provide tax advice and directs clients to tax professionals for tax‑specific guidance.
Client services
Expertise
Fee options
0.25% maximum quarterly fee (equivalent to 1.00% annually)
Main office
2309 Roosevelt Drive, Suite A
Dalworthington Gardens TX 76013
Advisors at this office
2
Most active in
Texas
Also doing business as
Cannoles Asset Management, Inc. · Cannoles Ii, Gordon Leroy · Gordon L. Cannoles · Gordon L. Cannoles, Ii, Inc. · Reid Cannoles · Reid Cannoles, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gordon C
Series 63, Series 66
Dalworthington Gardens, TX
Cannoles Asset Management, Inc.
Gordon Cannoles is a financial advisor at Cannoles Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated his own CPA practice since 1983, providing bookkeeping and income tax services separate from his advisory role. Cannoles Asset Management offers discretionary asset management and financial planning services to individuals, families, and businesses, managing approximately $5.2 million across 14 accounts. The firm uses fundamental analysis and third-party research to implement equity, mutual fund, and bond strategies, with accounts managed on a discretionary basis and subject to client-imposed investment restrictions.
Alfred C
CFA®
Dwg, TX
Cannoles Asset Management, Inc.
Alfred Carroll is a CFA® charterholder with 19 years of industry experience. He has been with Cannoles Asset Management, Inc. since 2014 and also operates AL Carroll CPA, PLLC, where he works as a certified public accountant focusing on taxation. Cannoles Asset Management provides discretionary asset management and financial planning services to individual, family, and business clients. The firm manages portfolios using fundamental analysis and third-party research, offering portfolio management, asset-allocation modeling, and retirement distribution guidance.
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