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Cannon Capital Management, Inc.

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Client assets under management

$250,811,811

Clients

211

27% high-net worth

Advisors

3

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

70

High

Average account size

$1,188,682

About

The firm serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans (notably 401(k) plan sponsors), trusts, estates, nonprofit entities and businesses, offering investment management, financial planning, and pension consulting and advisory services. It provides discretionary portfolio management for individual accounts and non‑discretionary pension consulting, expressly serving as an ERISA 3(21) co‑fiduciary, a 3(38) investment fiduciary, or a plan consultant for qualified retirement plans.

Portfolios are constructed from a mix of ETFs, mutual funds, individual equities, fixed‑income instruments, private credit funds and alternative vehicles such as private equity and REITs, with an emphasis on diversification, cost awareness and avoiding leveraged strategies. The firm monitors accounts on an ongoing basis, uses pre‑made risk‑based and target‑date models for plan participants on open‑architecture platforms, and provides trustee meeting support and participant education as part of its pension services.

The firm operates with a small, supported advisory team—three advisors overseeing approximately $386 million in AUM across about 211 clients—resulting in a relatively high AUM per advisor versus many peers. It does not accept proxy‑voting authority for client securities, discloses no disciplinary history, and reports no affiliations with broker‑dealers or other financial industry firms while monitoring occasional third‑party event benefits.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.60% annually

Other

Account minimum: $500,000

Main office location

Cannon Capital Management, Inc.

6768 South 1300 East

Salt Lake City UT 84121-2719, United States

Number of offices

1

Most active in

Arizona · California · Georgia · Hawaii · Idaho · Illinois · Iowa · Louisiana · Mississippi · Missouri · Nevada · Oklahoma · Texas · Utah · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Chace C

Series 65

Salt Lake City, UT

Cannon Capital Management, Inc.

Chace Cannon is a financial advisor at Cannon Capital Management, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Cannon Capital Management since 2009. The firm serves individual clients, including high-net-worth households, and retirement plan sponsors, offering discretionary investment management, financial planning, and pension consulting services. Cannon Capital Management employs a diversified investment approach incorporating ETFs, mutual funds, equities, fixed income, private credit, and alternative investments.

Private / alternative investments Real estate investing
user avatar

Clinton C

CFA®, Series 65

Salt Lake City, UT

Cannon Capital Management, Inc.

Clinton Cannon is a CFA® charterholder and holds a Series 65 license, with 27 years of experience in the financial industry. He has been with Cannon Capital Management, Inc. since 2008 and is a co-owner of Fishrock Advisors, LLC, a firm in the formation phase focused on managed futures. Cannon Capital Management serves individual clients, including high-net-worth households, and retirement plan sponsors, offering discretionary investment management, financial planning, and pension consulting. The firm employs a diversified investment approach utilizing ETFs, mutual funds, equities, fixed income, private credit, and alternative investments, and provides tailored services for retirement plans through an open-architecture platform.

Private / alternative investments Real estate investing
user avatar

Justin V

Series 65

Salt Lake City, UT

Cannon Capital Management, Inc.

Justin Vargas is a financial advisor at Cannon Capital Management, Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at Azul Hospitality and Diversify Advisor Solutions. Cannon Capital Management serves individual clients, including high-net-worth households, and retirement plan sponsors, providing discretionary investment management, financial planning, and pension consulting services. The firm’s investment approach includes diversified allocations across ETFs, mutual funds, equities, fixed income, private credit, and alternative investments.

Private / alternative investments Real estate investing
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