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 Wealth Management Services
Legal name Cannon Wealth Management Services, LLC
Latest filing Apr 30, 2026
First filing on the tape Sep 7, 2022 · 15 filings
SEC status approved since Oct 7, 2022
RAUM
$245M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
81%
$200M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$245M as of Apr 30, 2026
Mar 29, 2023$147M then
HNW client RAUM$94.0M as of Apr 30, 2026
Mar 29, 2023$72.3M then
State-registered IARs (5.B.3)5 as of Apr 30, 2026
Mar 29, 20235 then
Employees (5.A)8 as of Apr 30, 2026
Mar 29, 202310 then
Private funds: no history
RAUM +15% over the last fiscal year+19% a year over threeIARs 7 to 5
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
- RAUM per advisor
- $49.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 75derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $244,919derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- -29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -5.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $26.7MreportedItem 5.I
- Custody
- $75.3M, 325 clientsreportedItem 9.A
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$106M52%
- High-net-worth individuals$94.0M46%
- Charitable organizations$2.1M1.0%
- Pension and profit-sharing plans$993,1950.5%
- Individual clients
- 321reported
- HNW clients
- 53reported
- Pension plan clients
- 1reported
- Charitable clients
- 6reported
- Accounts
- 1,001reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $75.3M for 325 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.81 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
5 left, 0 joined in 12 months
net -5 in 12 months4 left in 90 days0 joined in 90 days6 left over 36 months
Left, latest
- William Barron Amburn to FartherJul 22, 2026 · RIA to RIA
- Raymond Hugh Wilcox to FartherJul 22, 2026 · RIA to RIA
- Matthew David Hearn to FartherJul 22, 2026 · RIA to RIA
- Joseph Charles Perkins to FartherJul 22, 2026 · RIA to RIA
- Adam Russell Mcmillian to Tidemark, LLCJun 12, 2026 · RIA to RIA
- Benjamin Parker Haynes to Cassia Capital Partners LLCJun 17, 2025 · RIA to RIA
Joined, latest
- William Barron Amburn from LPL Financial LLCNov 2, 2022 · RIA to a newly registered adviser
- Raymond Hugh Wilcox from LPL Financial LLCNov 2, 2022 · RIA to a newly registered adviser
- Matthew David Hearn from LPL Financial LLCNov 2, 2022 · RIA to a newly registered adviser
- Joseph Charles Perkins from LPL Financial LLCNov 2, 2022 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Barron William Amburn · Chairmancontrolsince 11/2000 · owns 25% to 50%
- David Matthew Hearn · Chief Operating Officercontrolsince 09/2022 · owns 25% to 50%
- Charles Joseph Perkins · Chief Financial Officercontrolsince 09/2022 · owns 25% to 50%
- Hugh Raymond Wilcox · Chief Executive Officercontrolsince 09/2022 · owns 25% to 50%
- Anne Michelle Mccarthy · Chief Compliance Officersince 12/2022 · owns less than 5%
Related persons
Schedule D 7.A
- Joseph Perkinsinsurancen
- Matthew Hearninsurancen
- William Amburninsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Winston Salem, Nc · principal | 0 | 0 | 5 |
Offices
Schedule D 1.F, the 25 largest
- King, NC1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- client mix shiftChange between filings · filing Apr 30, 2026private-client share of RAUM moved from 98.0% to 81.0% between the annual amendments of 2025-02-14 and 2026-04-30peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 967 to 1,001Feb 14, 2025 to Jan 30, 2026
- Advisory employees · 7 to 5Feb 14, 2025 to Jan 30, 2026
- BD registered reps · 5 to 4Feb 14, 2025 to Jan 30, 2026
- Charity clients · 4 to 6Feb 14, 2025 to Jan 30, 2026
- Corporate clients · 1.0 to unsetFeb 14, 2025 to Jan 30, 2026
- HNW clients · 60 to 53Feb 14, 2025 to Jan 30, 2026
- Individual clients · 337 to 321Feb 14, 2025 to Jan 30, 2026
- Assets in custody · $82.5M to $75.3MFeb 14, 2025 to Jan 30, 2026
- Employees · 11 to 8Feb 14, 2025 to Jan 30, 2026
- State-registered IARs · 7 to 5Feb 14, 2025 to Jan 30, 2026
- Discretionary RAUM · $208M to $241MFeb 14, 2025 to Jan 30, 2026
- HNW RAUM · $111M to $94.0MFeb 14, 2025 to Jan 30, 2026
- Individual RAUM · $99.1M to $106MFeb 14, 2025 to Jan 30, 2026
- Non-discretionary RAUM · $4.7M to $4.6MFeb 14, 2025 to Jan 30, 2026
- Pension RAUM · $934,002 to $993,195Feb 14, 2025 to Jan 30, 2026
- RAUM · $213M to $245MFeb 14, 2025 to Jan 30, 2026
- Accounts · 882 to 967Mar 26, 2024 to Feb 14, 2025
- Advisory employees · 6 to 7Mar 26, 2024 to Feb 14, 2025
- BD registered reps · 6 to 5Mar 26, 2024 to Feb 14, 2025
- Charity clients · 5 to 4Mar 26, 2024 to Feb 14, 2025
- Corporate clients · unset to 1.0Mar 26, 2024 to Feb 14, 2025
- HNW clients · 52 to 60Mar 26, 2024 to Feb 14, 2025
- Pension plan clients · 2 to 1Mar 26, 2024 to Feb 14, 2025
- Assets in custody · $63.3M to $82.5MMar 26, 2024 to Feb 14, 2025
- Financial planning clients · 11-25 to 1-10Mar 26, 2024 to Feb 14, 2025
- State-registered IARs · 5 to 7Mar 26, 2024 to Feb 14, 2025
- Discretionary RAUM · $172M to $208MMar 26, 2024 to Feb 14, 2025
- HNW RAUM · $86.2M to $111MMar 26, 2024 to Feb 14, 2025
- Individual RAUM · $86.0M to $99.1MMar 26, 2024 to Feb 14, 2025
- Non-discretionary RAUM · $4.4M to $4.7MMar 26, 2024 to Feb 14, 2025
- Pension RAUM · $2.8M to $934,002Mar 26, 2024 to Feb 14, 2025
- RAUM · $176M to $213MMar 26, 2024 to Feb 14, 2025
- Accounts · 784 to 882Aug 23, 2023 to Mar 25, 2024
- Charity clients · 3 to 5Aug 23, 2023 to Mar 25, 2024
- HNW clients · 54 to 52Aug 23, 2023 to Mar 25, 2024
- Individual clients · 327 to 337Aug 23, 2023 to Mar 25, 2024
- Assets in custody · $47.1M to $63.3MAug 23, 2023 to Mar 25, 2024
- Employees · 10 to 11Aug 23, 2023 to Mar 25, 2024
- Other offices · 2 to 1Aug 23, 2023 to Mar 25, 2024
- Discretionary RAUM · $147M to $172MAug 23, 2023 to Mar 25, 2024
Signals
9 dated events
- Joseph Charles Perkins left Cannon Wealth Management Services for Farther (registered 2026-07-29)Jul 22, 2026 · Advisor changed firm · fact
- Matthew David Hearn left Cannon Wealth Management Services for Farther (registered 2026-07-13)Jul 22, 2026 · Advisor changed firm · fact
- Raymond Hugh Wilcox left Cannon Wealth Management Services for Farther (registered 2026-07-13)Jul 22, 2026 · Advisor changed firm · fact
- William Barron Amburn left Cannon Wealth Management Services for Farther (registered 2026-07-13)Jul 22, 2026 · Advisor changed firm · fact
- Cannon Wealth Management Services's advisors moved to Farther (Winston Salem, NC): 4 of 4 registered, on the same dayJul 22, 2026 · Firm absorbed (people side) · derived
- Adam Russell Mcmillian left Cannon Wealth Management Services for Tidemark, Llc (registered 2026-06-25)Jun 12, 2026 · Advisor changed firm · fact
- Benjamin Parker Haynes left Cannon Wealth Management Services for Cassia Capital Partners Llc (registered 2025-06-23)Jun 17, 2025 · Advisor changed firm · fact
- 4 advisors left LPL Financial LLC (Winston Salem, NC) for Cannon Wealth Management Services on the same dayNov 10, 2022 · Team lift-out · derived
- Cannon Wealth Management Services filed its initial SEC registration (Form ADV)Sep 7, 2022 · 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@cannon-wealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 336-231-6844reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 336-723-0094reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/16084472reportedpublic record, Form ADV, Sep 17, 2026
- Website
- cannon-wealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 336-231-6844reportedpublic record, Form ADV, Apr 30, 2026
- Contact form
- cannon-wealth.com/contactreportedpublished by the firm, firm site, Sep 17, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026