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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum fusionPrime pioneer
- Established Date
- 06-01-2018
- Office Locations
- 5
Office Locations
About Cannon Advisors
Cannon Advisors is a Charlotte-based firm combining tax & accounting with private wealth management. The team builds goal-based plans for individuals and families navigating life transitions, with a strong retirement-planning focus and portfolio construction/asset management support. Portfolios are predominantly ETF-driven and custody includes Schwab. A differentiator is Cannon AIQ—an internal machine-learning model that helps drive buy/sell decisions.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT BRYAN CANNON
Chief Compliance Officer, President
- CRD
- #2748195
- Ownership
- 75% or more
LISA DANIELLE ANDERSON CANNON
Advisor, DIRECTOR OF OPERATIONS, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Barbara Ann Bell
Financial Advisor
- CRD
- #6173944
Michael Robert Boykin
--
- CRD
- #6595460
Wave vital
Zenith capital momentum
- CRD
- #59545
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,589,754 | $789,521 |
| Non-Discretionary | $0 | -- |
| Total | $181,589,754 | $789,521 |
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Separately Managed Accounts
Total SMA Asset: $181,589,754
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $622,803,108 | 7.9% |
| Derivatives | $1,332,325,637 | 16.9% |
| U.S. Government/Agency | $843,543,450 | 10.7% |
| Cash | $1,403,277,889 | 17.8% |
| Corporate - Investment Grade | $1,340,209,220 | 17.0% |
| Other | $2,341,424,344 | 29.7% |
| Total | $7,883,583,648 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS DELTA | PEAK LEGACY | LR68Z97RB | KGTIE | 4.06% | $62,063,561 |
| PRIME ALPHA | MOMENTUM ZENITH | 6FFQQZ6G4 | DGC | 4.40% | $53,525,199 |
| QUANTUM EAGLE RADIAL | BEACON DELTA | 7T8OOY0R2 | LJH | 8.89% | $48,382,826 |
| INSIGHT PIONEER | OPTIMA WAVE | WIMTIJG0Y | BAUE | 7.43% | $28,367,283 |
| ATLAS QUANTUM | FOCUS FOUNDATION | NCOXZWMFO | DRBYP | 4.08% | $47,958,145 |
| CATALYST MERIDIAN | SIGNAL MERIDIAN | I9LNEFCZ4 | KQG | 8.07% | $104,485,197 |
| FRONTIER QUANTUM PRIME | RADIAL BRIDGE | HESPQT14H | LMASV | 9.63% | $103,731,266 |
| HORIZON VITAL VECTOR | CREST TIMBER | Z4NMGJS51 | VWZ | 12.30% | $100,074,519 |