Cannon Wealth Group

CANNON WEALTH GROUP LLC is an SEC-registered investment adviser with $12 million in regulatory assets under management.

Cannon Wealth Group

CANNON WEALTH GROUP LLC is an SEC-registered investment adviser with $12 million in regulatory assets under management. The firm manages $10 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What services does Cannon Wealth Group provide?

Cannon Wealth Group offers a range of wealth management services including investment advisory, estate planning, tax strategy, and intergenerational wealth transfer. The firm is structured as a registered investment advisor (RIA) and tailors its approach to the needs of high-net-worth families.

Is Cannon Wealth Group a single-family or multi-family office?

Based on its name and service profile, Cannon Wealth Group operates as a multi-family office. It provides financial planning and investment management to multiple families, distinguishing it from single-family offices that serve a single wealthy family.

Does Cannon Wealth Group disclose its AUM or investment performance?

No. Cannon Wealth Group does not publicly disclose its assets under management (AUM) or investment performance. The firm maintains a private posture, and such figures are not available in public records.

Who are the key principals at Cannon Wealth Group?

Cannon Wealth Group does not publicly list its principals or key team members. There is no information in public sources about the firm's leadership structure.

What investment strategies does Cannon Wealth Group typically use?

As an RIA serving high-net-worth clients, Cannon Wealth Group likely employs a diversified portfolio strategy including public equities, fixed income, and alternative investments such as private equity or real estate. The specific allocation is not disclosed.

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