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CANNON FINANCIAL STRATEGISTS, INC.
CRD 133509File 801-79869
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 36 | 33 | decreased by3 |
| Apr 1, 2026 | Clients | 934 | 1,015 | increased by81 |
| Apr 1, 2026 | AUM | $1,433,957,745 | $1,669,821,227 | increased by$235,863,482 |
| Apr 1, 2026 | Accounts | 3,140 | 3,311 | increased by171 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 36 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 674 | 934 | increased by260 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,125,380,893 | $1,433,957,745 | increased by$308,576,852 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,269 | 3,140 | increased by871 |
| Apr 1, 2022 | Employees | 35 | 25 | decreased by10 |
| Apr 1, 2022 | Clients | 610 | 674 | increased by64 |
| Apr 1, 2022 | AUM | $982,362,652 | $1,125,380,893 | increased by$143,018,241 |
| Apr 1, 2022 | Accounts | 1,906 | 2,269 | increased by363 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CANNON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CANNON FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.