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.

Cannon Capital Management is an SEC‑registered, fee‑based investment adviser that manages roughly $386 million with a four‑advisor team and serves a mix of individual clients (including high‑net‑worth), retirement plan sponsors, trusts, estates, nonprofits, and business entities. The firm offers discretionary investment management, financial planning, and pension consulting/advisory services, including acting as an ERISA 3(21) co‑fiduciary, 3(38) investment fiduciary, or plan consultant for 401(k) plans. The firm’s investment approach emphasizes diversified portfolios built from a mix of ETFs, mutual funds, individual equities, and private‑market vehicles (including private credit, private equity, and REITs), with sector allocations adjusted through a disciplined valuation review and an explicit avoidance of leveraged securities. For retirement plans CCM favors open‑architecture platforms, creates pre‑made risk‑based and target‑date model portfolios for participants, and monitors client accounts on an ongoing basis while generally managing client accounts on a discretionary basis. Distinctive features include a common ownership affiliation with Cannon Capital Tax, LLC, and the ability to coordinate investment and tax services for clients who authorize such coordination — a relationship the firm discloses and manages through its compliance procedures. Other notable practices are the firm’s preference to deduct advisory fees directly from custodian accounts (resulting in deemed custody), its stated policy not to accept proxy‑voting authority for client securities, and disclosures about occasional third‑party sponsored client events and provider relationships that are reviewed by its compliance program.

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.