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CANNON FINANCIAL STRATEGISTS, INC.
CRD 133509File 801-79869
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.67B
Top 25% of cohort (national)
Discretionary AUM
$1.59B
Non-discretionary $83.7M
Clients
1,015
3,311 accounts
Employees
33
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 18, 2014
- Principal office
- 649-8 SOUTH MILLEDGE AVE, ATHENS, GA, 30605
- Phone
- 706-548-3422
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.67B
- Discretionary AUM
- $1.59B
- Non-discretionary AUM
- $83.7M
- Discretionary accounts
- 2,976
- Non-discretionary accounts
- 335
- Total accounts
- 3,311
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $20.2M |
| High net worth individuals | 389 | $1.17B |
| Pension and profit sharing plans | 24 | $281.5M |
| Individuals (other than high net worth individuals) | 597 | $193.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.