CRD: 144247
Cannon Capital Management, Inc.
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- Custodian
- Charles Schwab & Company · Empower · John Hancock · Principal
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between October 28, 2025 and August 20, 2026, reported AUM increased 17.4%, from $328.9M to $386.1M.
Across 5 reported observations, AUM increased 36.6% between June 8, 2022 and August 20, 2026, from $282.6M to $386.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 243 clients, or 81 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on August 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Cannon Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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Triton Robert Lee
--
- CRD
- #8317998
Justin Earl Vargas
--
- CRD
- #8019054
Showing 2 of 4 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
SMA allocation detail is available
Cannon Capital Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cannon Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.