DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cannon Advisors
Legal name Cannon Advisors, Inc.
Latest filing Mar 23, 2026
First filing on the tape Jun 23, 2021 · 14 filings
SEC status approved since Jul 23, 2021
RAUM
$182M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$179M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$30.3M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$182M as of Mar 23, 2026
Feb 9, 2022$129M then
HNW client RAUM$128M as of Mar 23, 2026
Feb 9, 2022$84.1M then
State-registered IARs (5.B.3)5 as of Mar 23, 2026
Feb 9, 20224 then
Employees (5.A)5 as of Mar 23, 2026
Feb 9, 20224 then
Private funds: no history
RAUM +28% over the last fiscal year+15% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $30.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $789,521derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$128M70%
- Individuals$51.9M29%
- Corporations and businesses$2.1M1.2%
- Individual clients
- 162reported
- HNW clients
- 66reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 230reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Barbara Ann BellCertified Financial Planner | Charlotte, Nc | Jun 26, 2018 | 13 y | 2 |
| Michael Robert Boykin | Charlotte, Nc | Jun 26, 2018 | 10 y | 1 |
| Robert Bryan CannonCertified Financial Planner | Charlotte, Nc | Jun 26, 2018 | 30 y | 7 |
| Jared Alan Mccutcheon | Charlotte, Nc | Feb 13, 2023 | 11 y | 0 |
| Philip Andrew Gephart | Camden, Sc | Nov 19, 2024 | 18 y | 0 |
| Cormac Kevin Lynch | Charlotte, Nc | Jun 3, 2026 | 11 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Damanick Dantes to Dantes OutlookJun 15, 2022 · RIA to RIA
Joined, latest
- Cormac Kevin Lynch from Florida Financial Advisors, LLCJun 3, 2026 · Affiliated broker-dealer or bank to independent RIA
- Barbara Ann Bell from Advisory Services NetworkJun 26, 2018 · RIA to RIA
- Robert Bryan Cannon from Advisory Services NetworkJun 26, 2018 · RIA to RIA
- Michael Robert Boykin from Advisory Services NetworkJun 26, 2018 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Advisory Services NetworkJun 25, 2018 · Atlanta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bryan Robert Cannon · President & Ccocontrolsince 12/2017 · owns 75% or more
- Danielle Anderson Lisa Cannon · Secretary And Director Of Operationssince 06/2018 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Charlotte, Nc · principal | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Mar 23, 2026accounts (Item 5.F.2.f) moved from 721.0 to 230.0 (-68.0%) between the annual amendments of 2025-03-04 and 2026-03-23; the peer median change was +5.0% (3688 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 1.1% percentile
- custody status changedChange between filings · filing Mar 23, 2026custody of client assets (Item 9.A): yes on the filing of 2025-11-13, no on the filing of 2026-03-23peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 721 to 230Nov 13, 2025 to Mar 23, 2026
- Charity clients · 1 to 0Nov 13, 2025 to Mar 23, 2026
- Corporate clients · 3 to 2Nov 13, 2025 to Mar 23, 2026
- HNW clients · 56 to 66Nov 13, 2025 to Mar 23, 2026
- Individual clients · 160 to 162Nov 13, 2025 to Mar 23, 2026
- Assets in custody · 136800290.0 to unsetNov 13, 2025 to Mar 23, 2026
- Custody of client assets · true to falseNov 13, 2025 to Mar 23, 2026
- Discretionary RAUM · $142M to $182MNov 13, 2025 to Mar 23, 2026
- HNW RAUM · $91.0M to $128MNov 13, 2025 to Mar 23, 2026
- Individual RAUM · $48.8M to $51.9MNov 13, 2025 to Mar 23, 2026
- RAUM · $142M to $182MNov 13, 2025 to Mar 23, 2026
- Financial planning clients · 0 to 0Aug 19, 2025 to Nov 13, 2025
- Accounts · 222 to 721Mar 22, 2024 to Mar 4, 2025
- Advisory employees · 4 to 5Mar 22, 2024 to Mar 4, 2025
- Corporate clients · 2 to 3Mar 22, 2024 to Mar 4, 2025
- HNW clients · 55 to 56Mar 22, 2024 to Mar 4, 2025
- Individual clients · 164 to 160Mar 22, 2024 to Mar 4, 2025
- Employees · 4 to 5Mar 22, 2024 to Mar 4, 2025
- State-registered IARs · 4 to 5Mar 22, 2024 to Mar 4, 2025
- Discretionary RAUM · $137M to $142MMar 22, 2024 to Mar 4, 2025
- HNW RAUM · $91.0M to $91.0MMar 22, 2024 to Mar 4, 2025
- Individual RAUM · $43.7M to $48.8MMar 22, 2024 to Mar 4, 2025
- RAUM · $137M to $142MMar 22, 2024 to Mar 4, 2025
- Accounts · 221 to 222Mar 14, 2023 to Mar 22, 2024
- BD registered reps · 1 to 0Mar 14, 2023 to Mar 22, 2024
- Individual clients · 163 to 164Mar 14, 2023 to Mar 22, 2024
- Assets in custody · $120M to $137MMar 14, 2023 to Mar 22, 2024
- Discretionary RAUM · $120M to $137MMar 14, 2023 to Mar 22, 2024
- HNW RAUM · $85.3M to $91.0MMar 14, 2023 to Mar 22, 2024
- Individual RAUM · $32.6M to $43.7MMar 14, 2023 to Mar 22, 2024
- RAUM · $120M to $137MMar 14, 2023 to Mar 22, 2024
- Accounts · 597 to 221Mar 18, 2022 to Mar 14, 2023
- Corporate clients · 1 to 2Mar 18, 2022 to Mar 14, 2023
- HNW clients · 54 to 55Mar 18, 2022 to Mar 14, 2023
- Individual clients · 157 to 163Mar 18, 2022 to Mar 14, 2023
- Assets in custody · $22.0M to $120MMar 18, 2022 to Mar 14, 2023
- Discretionary RAUM · $129M to $120MMar 18, 2022 to Mar 14, 2023
- HNW RAUM · $84.1M to $85.3MMar 18, 2022 to Mar 14, 2023
- Individual RAUM · $42.7M to $32.6MMar 18, 2022 to Mar 14, 2023
- RAUM · $129M to $120MMar 18, 2022 to Mar 14, 2023
Signals
2 dated events
- Damanick Dantes left Cannon Advisors for Dantes Outlook (registered 2025-04-16)Jun 15, 2022 · Advisor changed firm · fact
- Cannon Advisors filed its initial SEC registration (Form ADV)Jun 23, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@cannonadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 704-765-9030reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 704-820-8393reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 704-849-2199reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- cannonadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 704-820-8393reportedpublic record, Form ADV, Mar 23, 2026
- Team page
- cannonadvisors.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $30.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026