Cannon Capital Management, Inc.
- Regulatory AUM
- $386M
- Discretionary
- $386M
- Clients
- 243
- Avg AUM / client
- $1.6M
- Accounts
- 243
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 10, 2026
Investments (13F portfolio — 28 positions, $123,075,788)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | UNIT SER 1 | $18,485,009 | 32,026 | 15.0% | 4.79% |
| 2 | Goldman Sachs Etf Tr | ACCES TREASURY | $14,359,431 | 143,322 | 11.7% | 3.72% |
| 3 | Schwab Strategic Tr | US MID-CAP ETF | $13,400,819 | 432,843 | 10.9% | 3.47% |
| 4 | Vanguard Index Fds | S&P 500 ETF SHS | $10,800,805 | 18,075 | 8.78% | 2.8% |
| 5 | Blackrock Etf Trust Ii | ISHARES AAA CLO | $9,973,573 | 192,410 | 8.1% | 2.58% |
| 6 | Ishares Tr | CORE S&P SCP ETF | $9,964,700 | 80,160 | 8.1% | 2.58% |
| 7 | Schwab Strategic Tr | US SML CAP ETF | $7,534,514 | 259,096 | 6.12% | 1.95% |
| 8 | Vanguard Index Fds | MID CAP ETF | $6,657,702 | 23,183 | 5.41% | 1.72% |
| 9 | Schwab Strategic Tr | US LRG CAP ETF | $6,438,181 | 251,099 | 5.23% | 1.67% |
| 10 | Applied Digital Corp | COM NEW | $3,556,466 | 149,809 | 2.89% | 0.92% |
| 11 | Jpmorgan Chase & Co | COM | $2,619,758 | 8,906 | 2.13% | 0.68% |
| 12 | Alphabet Inc | CAP STK CL C | $2,456,382 | 8,563 | 2.0% | 0.64% |
| 13 | Schwab Charles Corp | COM | $2,320,554 | 24,692 | 1.89% | 0.6% |
| 14 | Nvidia Corporation | COM | $2,272,781 | 13,032 | 1.85% | 0.59% |
| 15 | Amazon Com Inc | COM | $1,801,327 | 8,649 | 1.46% | 0.47% |
| 16 | Microsoft Corp | COM | $1,546,570 | 4,178 | 1.26% | 0.4% |
| 17 | Taiwan Semiconductor Manufac | SPONSORED ADS | $1,372,753 | 4,062 | 1.12% | 0.36% |
| 18 | State Str Spdr S&P Midcap 40 | UTSER1 S&PDCRP | $1,043,112 | 1,691 | 0.85% | 0.27% |
| 19 | Fiserv Inc | COM | $899,050 | 16,112 | 0.73% | 0.23% |
| 20 | State Str Spdr S&P 500 Etf T | TR UNIT | $896,887 | 1,379 | 0.73% | 0.23% |
| 21 | Apple Inc | COM | $806,570 | 3,178 | 0.66% | 0.21% |
| 22 | Invesco Exch Traded Fd Tr Ii | NASDAQNXTGEN100 | $773,808 | 21,370 | 0.63% | 0.2% |
| 23 | Janus International Group In | COMMON STOCK | $731,037 | 141,949 | 0.59% | 0.19% |
| 24 | Select Sector Spdr Tr | STATE STREET FIN | $727,969 | 14,745 | 0.59% | 0.19% |
| 25 | Disney Walt Co | COM | $598,414 | 6,209 | 0.49% | 0.16% |
Top 25 of 28 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 154 | $43.9M | 11.4% |
| High net worth individuals | 57 | $207M | 53.6% |
| Pension and profit sharing plans | 28 | $121M | 31.4% |
| Charitable organizations | 4 | $14.1M | 3.66% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Buckner Company 401(k) Profit Sharing Plan The Buckner Company, Inc. | 2025 | |
| Mitylite, Inc. 401(k) Profit Sharing Plan Mity Lite, Inc. | 2024 | |
| Danville Services Corporation 401(k) Retirement Savings Plan Danville Services Corporation | 2024 | |
| International Fulfillment Solutions, Llc 401(k) Profit Sharing Plan International Fulfillment Solutions, Llc | 2024 | |
| Fetzers' Inc. 401(k) Profit Sharing Plan Fetzers' Inc. | 2024 | |
| Crestone Services Group 401(k) Plan Crestone Services Group, Llc | 2024 | |
| Westates Company 401(k) Plan Westates Construction, Llc | 2024 | |
| Native Seed, Lp 401(k) Plan Native Seed, Lp | 2024 | |
| Globalmedia Group Llc 401(k) Profit Sharing Plan & Trust Globalmedia Group Llc | Scottsdale, AZ | 2019 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clinton Croxall Cannon | President, Chief Compliance Officer | CFA | Oct 2010 (16y) | 75% or more |
| Chace Taylor Cannon | Chief Operating Officer, Managing Director | Mar 2012 (14y) | Less than 5% | |
| Justin Earl Vargas | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Buckner Company 401(k) Profit Sharing Plan | The Buckner Company, Inc. | 0 | $0 | 01/01/2025 |
| Mitylite, Inc. 401(k) Profit Sharing Plan | Mity Lite, Inc. | 366 | $9.5M | 01/01/2024 |
| Danville Services Corporation 401(k) Retirement Savings Plan | Danville Services Corporation | 748 | $6.1M | 01/01/2024 |
| International Fulfillment Solutions, Llc 401(k) Profit Sharing Plan | International Fulfillment Solutions, Llc | 326 | $5.3M | 01/01/2024 |
| Fetzers' Inc. 401(k) Profit Sharing Plan | Fetzers' Inc. | 216 | $22.5M | 01/01/2024 |
| Crestone Services Group 401(k) Plan | Crestone Services Group, Llc | 321 | $5.6M | 01/01/2024 |
| Westates Company 401(k) Plan | Westates Construction, Llc | 82 | $2.1M | 01/01/2024 |
| Native Seed, Lp 401(k) Plan | Native Seed, Lp | 181 | $11.3M | 01/01/2024 |
| Globalmedia Group Llc 401(k) Profit Sharing Plan & Trust | Globalmedia Group Llc | 0 | $1.5M | 01/01/2019 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $238M (62% of AUM) Apr 2026
- Empower $116M (30% of AUM) Apr 2026
- Matrix Trust Company $69.2M (54% of AUM) Mar 2019
- Great West Trust Company, Llc $40.0M (13% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗