CRD: 323302
Cannon Wealth Management Services
$245.2M Total AUM
$240.6M Disc. AUM
-- 3Y CAGR
8 Employees
418 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta foundation
- Established Date
- 10-07-2022
- Office Locations
- 2
Office Locations
2160 Country Club Road Winston Salem NC
219 Moore Road King NC
About Cannon Wealth Management Services
Cannon Wealth Management Services is a North Carolina registered investment advisor providing tax-centric, personalized financial planning and investment guidance, including retirement and legacy/estate planning and risk management. The firm focuses on business owners (often $500k+ net income), physicians/dentists, executives/high-income earners, and high-net-worth families (typically $1M+ investable assets), and supports clients via an Orion client portal.
Team overview
51 AVG AGE
$49.0M AVG AUM / ADVISOR
$586.5K AVG AUM / CLIENT
3.7 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Value delta Atlas North prime Capital crest
Client Personas
Fusion element Optima harbor Pioneer insight
Custodian
Quantum Quantum
Investment Themes
Prime Fusion bridge Timber
Investment Vehicles
Optima delta Pioneer summit
Platform
Eagle
Services
Meridian Delta alpha Quantum optima Wave pioneer Meridian alpha Momentum element Glacier delta
Technology
Delta wave
Owner & Executives
W
WILLIAM BARRON AMBURN
Advisor, Chairman
- CRD
- #4580843
- Ownership
- 25% but less than 50%
(794) 515-6311
zenith.legacy@beaconcapital.com
in linkedin.com/in/crest-prime
M
MATTHEW DAVID HEARN
CHIEF OPERATING OFFICER
- CRD
- #4808922
- Ownership
- 25% but less than 50%
(940) 987-3455
timber.catalyst@northcapital.com
in linkedin.com/in/momentum-quantum
Z
Zenith radial
Vital ridge
- CRD
- #41935
- Ownership
- 44.4%
(621) 533-7164
glacier.element@northcapital.com
in linkedin.com/in/catalyst-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,593,311 | $249,061 |
| Non-Discretionary | $4,570,110 | $130,575 |
| Total | $245,163,421 | $244,919 |
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Separately Managed Accounts
Total SMA Asset: $245,163,421
Public Funds:
16.8% Equity - Exchange:
17.6% Cash:
6.9% U.S. Government/Agency:
5.8% Equity - OTC:
5.8% Other:
24.4% Corporate - Investment Grade:
4.1% Other:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $235,588,717 | 16.8% |
| Equity - Exchange | $246,807,227 | 17.6% |
| Cash | $96,759,652 | 6.9% |
| U.S. Government/Agency | $81,334,200 | 5.8% |
| Equity - OTC | $81,334,200 | 5.8% |
| Other | $342,164,565 | 24.4% |
| Corporate - Investment Grade | $57,494,865 | 4.1% |
| Other | $260,830,366 | 18.6% |
| Total | $1,402,313,792 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE INSIGHT WAVE | MATRIX EAGLE | JMDBWNKCJ | YFVBS | 4.70% | $90,843,547 |
| SUMMIT MATRIX PEAK | UNISON SIGNAL | CWE7PVFGJ | WMXNJ | 2.03% | $84,282,807 |
| LEGACY EMBER | EAGLE CAPITAL | KRTR5EUAK | EQGG | 10.52% | $87,684,630 |
| SUMMIT VERTEX DELTA | HARBOR SIGNAL | 7M03DP9PO | SKEPC | 5.89% | $52,305,224 |
| INSIGHT WAVE | PIONEER CAPITAL | 8Z221DKGZ | URCWT | 2.41% | $110,076,458 |
| SIGNAL SIGNAL BEACON | CATALYST FOCUS | G7S5GMJSG | WIX | 10.78% | $41,390,008 |
| FOUNDATION UNISON | PIONEER QUANTUM | JEE1HGHVN | IZTM | 12.59% | $38,325,123 |
| VERTEX CAPITAL ATLAS | RIDGE ELEMENT | QBQITCPRB | USJE | 4.12% | $118,321,711 |