D
CRD: 327314
David Rhodes Cannon, C.p.a., LLC
$64.2K Total AUM
$64.2K Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2023
- Office Locations
- 1
Office Locations
6160 Warren Parkway Suite 100 Frisco TX
About David Rhodes Cannon, C.p.a., LLC
David Rhodes Cannon, C.p.a., LLC is a Frisco-based RIA. The firm has been operating for 2 years. Managing $64.2K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Principal.
Team overview
-- AVG AGE
$64.2K AVG AUM / ADVISOR
$3.1K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
D
DAVID RHODES CANNON
Chief Compliance Officer, Director, PRINCIPAL
- CRD
- #5104844
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,206 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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