CRD: 323302
Cannon Wealth Management Services
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta foundation
- Established Date
- 11-01-2000
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM BARRON AMBURN
Advisor, Chairman
- CRD
- #4580843
- Ownership
- 25% but less than 50%
MATTHEW DAVID HEARN
CHIEF OPERATING OFFICER, Managing Director, Wealth Advisor
- CRD
- #4808922
- Ownership
- 25% but less than 50%
Zenith radial
Vital ridge
- CRD
- #41935
- Ownership
- 44.4%
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Unlock allAssets Under Management
| 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
| 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 |