WINSTON SALEM, NCCRD 323302Latest ADV April 30, 2026
Cannon Wealth Management Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winston Salem, NC. Its latest Form ADV filing, dated April 30, 2026, reports $245M in regulatory assets under management, 8 employees, 1 office, and 1,001 accounts.
Assets Under Management
$245M
Employees
8
Offices
1 office
Total Clients
411
Primary office
WINSTON SALEM, NC
2160 COUNTRY CLUB ROAD, WINSTON SALEM, NC, United States
Top client segmentIndividuals represent 78.1% of total clients.
Top client categories% of clientsClients
1
Individuals
78.1%
321
2
HNWI
12.9%
53
3
Irrevocable Trusts/Estates
7.3%
30
4
Charitable
1.5%
6
5
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$245Mas of April 30, 2026
Discretionary98.1%
$241M
98% of total RAUM98.1%
Non-discretionary1.9%
$5M
2% of total RAUM1.9%
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.
Total AUM$245M
Total Accounts1,001
10Y AUM Change+$245M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee51:1
10Y Employee Change-2 (-20.0%)
* 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.