A complete list of active advisors currently associated with Cannon Capital Management, Inc.

Warmer can help you find a great advisor at Cannon Capital Management, Inc. or one who fits your needs even better.

The firm serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans (notably 401(k) plan sponsors), trusts, estates, nonprofit entities and businesses, offering investment management, financial planning, and pension consulting and advisory services. It provides discretionary portfolio management for individual accounts and non‑discretionary pension consulting, expressly serving as an ERISA 3(21) co‑fiduciary, a 3(38) investment fiduciary, or a plan consultant for qualified retirement plans. Portfolios are constructed from a mix of ETFs, mutual funds, individual equities, fixed‑income instruments, private credit funds and alternative vehicles such as private equity and REITs, with an emphasis on diversification, cost awareness and avoiding leveraged strategies. The firm monitors accounts on an ongoing basis, uses pre‑made risk‑based and target‑date models for plan participants on open‑architecture platforms, and provides trustee meeting support and participant education as part of its pension services. The firm operates with a small, supported advisory team—three advisors overseeing approximately $386 million in AUM across about 211 clients—resulting in a relatively high AUM per advisor versus many peers. It does not accept proxy‑voting authority for client securities, discloses no disciplinary history, and reports no affiliations with broker‑dealers or other financial industry firms while monitoring occasional third‑party event benefits.

To learn more about the advisors currently working at Cannon Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.