Camden, SC Office

Cannon Advisors serves individual and high-net-worth clients with discretionary portfolio management, written investment policy statements, financial planning, and limited financial consulting. The firm manages approximately $181.6 million for roughly 228 clients and also implements strategies for held-away retirement and HSA accounts using a third‑party platform to avoid custody.

Investment decisions are guided by client-specific Investment Policy Statements and a mix of analytical approaches (fundamental, quantitative, technical, and modern portfolio theory) with routine portfolio monitoring and quarterly reviews. The firm employs a range of strategies — including long- and short-term trading, margin and short sales, options trading and other derivatives in managed accounts — and uses order-management and tax-efficient asset-location tools for client accounts, including held-away plans via the Pontera platform.

Noteworthy differences from many peers include the firm’s use of endorsements, testimonials and third‑party ratings in its advertising, and the fact that multiple advisors are also licensed insurance agents who may offer commissionable insurance and annuity products. Cannon Advisors also lists access to alternative investments (private equity, venture capital, structured notes, and real estate funds) and explicit policies for managing potential conflicts where advisors sell insurance products.