SALT LAKE CITY, UTCRD 144247Latest ADV April 10, 2026
Cannon Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated April 10, 2026, reports $386M in regulatory assets under management, 8 employees, and 243 accounts.
Assets Under Management
$386M
Employees
8
Offices
--
Total Clients
243
Primary office
SALT LAKE CITY, UT
6768 SOUTH 1300 EAST, SALT LAKE CITY, UT, United States
Top client segmentIndividuals represent 63.4% of total clients.
Top client categories% of clientsClients
1
Individuals
63.4%
154
2
HNWI
23.5%
57
3
Pension Plans
11.5%
28
4
Charitable
1.6%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386Mas of April 10, 2026
Discretionary100.0%
$386M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$386M
Total Accounts243
10Y AUM Change+$273M (+242.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee30:1
10Y Employee Change+3 (+60.0%)
* 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.