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- Custodian
- Charles Schwab & Company · Empower · John Hancock · Principal
- Clients
- Retail and Institutional
- Platforms
- Optima deltaSignal +more
- Established Date
- 10-05-2010
- Office Locations
- 1
Office Locations
About Cannon Capital Management, Inc.
Cannon Capital Management is a Salt Lake City-based RIA providing comprehensive financial planning and wealth management for individuals and families, plus ERISA retirement plan services for organizations. The team integrates investment management with tax and legacy planning, with an asset-allocation approach using public funds such as mutual funds and index funds. Custody available via Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CLINTON CROXALL CANNON
Chief Compliance Officer, MANAGING DIRECTOR, President
- CRD
- #2304488
- Ownership
- 75% or more
CHACE TAYLOR CANNON
Chief Executive Officer, Chief Operating Officer, MANAGING DIRECTOR
- CRD
- #5960781
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Justin Earl Vargas
--
- CRD
- #8019054
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,073,298 | $1,588,779 |
| Non-Discretionary | $0 | -- |
| Total | $386,073,298 | $1,588,779 |
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Separately Managed Accounts
Total SMA Asset: $386,073,298
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,324,399,583 | 24.7% |
| Other | $1,533,515,306 | 28.6% |
| U.S. Government/Agency | $1,281,504,050 | 23.9% |
| Cash | $1,222,522,692 | 22.8% |
| Total | $5,361,941,631 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA ATLAS MATRIX | HORIZON PRIME | QVJW7058A | ZUK | 2.07% | $72,459,037 |
| PIONEER RADIAL RIDGE | EAGLE RADIAL | 3AL557I0U | MLWUN | 1.22% | $47,851,580 |
| TIMBER ELEMENT | HORIZON FUSION | 9ECBW9HJU | WMCE | 7.20% | $100,753,976 |
| VECTOR ZENITH | ZENITH BEACON | 3H4ZHCFY8 | WSU | 9.54% | $63,258,138 |
| MOMENTUM PIONEER | RADIAL OAK | YQLYKWFPY | GZMI | 11.73% | $4,071,275 |
| FUSION SIGNAL VERTEX | MOMENTUM MATRIX | 39547XZNS | VTIL | 10.01% | $113,127,079 |
| VECTOR FRONTIER BEACON | CAPITAL FOUNDATION | OM3VN780R | EQFYK | 9.74% | $108,187,573 |
| RIDGE PRIME BEACON | FOUNDATION VALUE | Q6DMBDYTP | BWK | 9.56% | $98,296,672 |