Cannon Beach Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated March 30, 2026, reports $209M in regulatory assets under management, 2 employees, 2 offices, and 549 accounts.
Assets Under Management
$209M
Employees
2
Offices
2 offices
Total Clients
122
Primary office
SAN RAMON, CA
2603 CAMINO RAMON, SUITE 416, SAN RAMON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
66
2
HNWI
45.9%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of March 30, 2026
Discretionary98.8%
$207M
99% of total RAUM98.8%
Non-discretionary1.2%
$2M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$209M
Total Accounts549
10Y AUM Change+$88M (+72.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee61:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.