Cannon Advisors

Cannon Advisors, Inc. is a financial advisory firm established in July 2018 by R. Bryan Cannon. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive services such as investment strategy, asset allocation, and regular portfolio monitoring. Cannon Advisors seeks discretionary authority from clients to make investment decisions in line with fiduciary duties. The firm's investment strategies include long-term trading, short sales, margin transactions, and options trading. Cannon Advisors charges asset-based fees ranging from 0.90% to 1.50% based on total assets under management (AUM). The minimum household account size is $500,000, with the discretion to waive this requirement on a client-by-client basis. The firm may charge a $50 annual technology fee for accounts under $100,000 of AUM. Clients have the option to terminate the agreement within five business days of signing for a full refund. The firm primarily serves individuals and high-net-worth individuals, offering services such as financial planning, financial consulting, and investment advice on various securities. Cannon Advisors' methods of analysis include charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. The firm does not accept performance-based fees and discloses potential risks associated with different investment types. Clients receive quarterly reports and periodic reviews of their accounts. Cannon Advisors uses Schwab Institutional for custodial services and may receive soft-dollar benefits from custodians and broker-dealers. The firm has a written Code of Ethics and acknowledges its fiduciary duty to vote proxies in clients' best interests.