Cannon Wealth Management Services, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 323302
· SEC file 801-126703
· Winston Salem, NC
· www.facebook.com
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ADV data as of Apr 30, 2026
- Regulatory AUM
- $245M
- Discretionary
- $241M
- Clients
- 411
- Avg AUM / client
- $597K
- Accounts
- 1,001
- Employees
- 8
AUM over time
$0
$245M
Sep 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 321 | $106M | 43.1% |
| High net worth individuals | 53 | $94.0M | 38.3% |
| Pension and profit sharing plans | 1 | $993K | 0.41% |
| Charitable organizations | 6 | $2.1M | 0.84% |
| Other | 30 | $42.5M | 17.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Barron Amburn | Chairman | Nov 2000 (26y) | 25% – 50% | |
| Joseph Charles Perkins | Chief Financial Officer | Sep 2022 (4y) | 25% – 50% | |
| Matthew David Hearn | Chief Operating Officer | CFP Chartered Financial Consultant | Sep 2022 (4y) | 25% – 50% |
| Raymond Hugh Wilcox | Chief Executive Officer | Sep 2022 (4y) | 25% – 50% | |
| Mccarthy, Michelle, Anne | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.01 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $240M (98% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗