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CANNON BEACH FINANCIAL ADVISORS
Legal name: CANNON BEACH CONSULTANTS INC
CRD 140959File 801-66973
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$209.2M
Below cohort median (national)
Discretionary AUM
$206.8M
Non-discretionary $2.5M
Clients
122
549 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 12, 2006
- Principal office
- 2603 CAMINO RAMON, SUITE 416, SAN RAMON, CA, 94583
- Phone
- 888-839-9399
- Website
- http://www.CannonBeachCo.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $209.2M
- Discretionary AUM
- $206.8M
- Non-discretionary AUM
- $2.5M
- Discretionary accounts
- 529
- Non-discretionary accounts
- 20
- Total accounts
- 549
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $187.4M |
| Individuals (other than high net worth individuals) | 66 | $21.8M |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Clients | 112 | 122 | increased by10 |
| Apr 1, 2026 | AUM | $175,709,819 | $209,225,495 | increased by$33,515,676 |
| Apr 1, 2026 | Accounts | 558 | 549 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 125 | 112 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $228,964,090 | $175,709,819 | decreased by$53,254,271 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 672 | 558 | decreased by114 |
| Apr 1, 2022 | Clients | 128 | 125 | decreased by3 |
| Apr 1, 2022 | AUM | $197,057,780 | $228,964,090 | increased by$31,906,310 |
| Apr 1, 2022 | Accounts | 645 | 672 | increased by27 |
| 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 BEACH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CANNON BEACH” 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.