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CANNON CAPITAL MANAGEMENT, INC.
CRD 144247File 801-108249
APPROVED
Retail clients
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$386.1M
Below cohort median (national)
Discretionary AUM
$386.1M
Clients
243
243 accounts
Employees
8
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 8, 2016
- Principal office
- 6768 SOUTH 1300 EAST, SALT LAKE CITY, UT, 84121-2719
- Phone
- 801-566-3190
- Website
- HTTP://WWW.CANNONCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.1M
- Discretionary AUM
- $386.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 243
- Non-discretionary accounts
- 0
- Total accounts
- 243
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $14.1M |
| High net worth individuals | 57 | $206.9M |
| Pension and profit sharing plans | 28 | $121.1M |
| Individuals (other than high net worth individuals) | 154 | $43.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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 | Clients | 273 | 243 | decreased by30 |
| Apr 1, 2026 | AUM | $328,888,004 | $386,073,298 | increased by$57,185,294 |
| Apr 1, 2026 | Accounts | 273 | 243 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 492 | 273 | decreased by219 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $282,567,868 | $328,888,004 | increased by$46,320,136 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 483 | 273 | decreased by210 |
| Apr 1, 2022 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2022 | Clients | 470 | 492 | increased by22 |
| Apr 1, 2022 | AUM | $188,006,246 | $282,567,868 | increased by$94,561,622 |
| Apr 1, 2022 | Accounts | 470 | 483 | increased by13 |
| Sep 1, 2021 | Custody | No | Yes | |
| 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CANNON CAPITAL” 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.