CRD: 133509
Cannon Financial Strategists, Inc.
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- Custodian
- American Funds · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-2005
- Office Locations
- 2
Office Locations
About Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc. is a Georgia-based advisory firm serving employers and individuals with retirement-focused planning. The team consults on employer retirement plan reviews and new plan design, provides plan participant education and advice, and supports individual retirement planning alongside disciplined portfolio and asset management. The practice spans retail and institutional relationships and reports custody relationships including Charles Schwab and TIAA.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KELLY L DIXON
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #5854982
- Ownership
- 75% or more
CHRISTOPHER J. EUELL
Chief Information Officer, CHIEF OPERATING OFFICER, Founder
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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William Cody Bodrey
Financial Advisor
- CRD
- #7437439
Robert Montague Carlton III
--
- CRD
- #7454485
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,586,144,729 | $532,979 |
| Non-Discretionary | $83,676,498 | $249,781 |
| Total | $1,669,821,227 | $504,325 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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