SourcingSourcing

CANNON CAPITAL MANAGEMENT, INC.

B50
CRD 144247·SEC 801-108249·SALT LAKE CITY, UT
AUM
$386.1M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CANNON CAPITAL MANAGEMENT, INC.
CRD
144247
SEC file #
801-108249
EIN
260161338
DBA names
—

Economics

AUM
$386.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$129.3M → $386.1M▲ +199%
Client mix
Individuals Other154
Individuals High Net Worth57
Pension Profit Sharing Plans28
Charitable Organizations4

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
linkedin.com/company(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CANNON, CLINTON, CROXALL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CANNON, CLINTON, CROXALL
CANNON, CHACE, TAYLOR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cannon.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
10
Form 5500 Total Compensation
191,690
Form 5500 Compensation Trajectory 3y
2025174,550
202617,140
Form 5500 Plan Count Trajectory 3y
20259
20261
Schedule C Total Compensation
191,690
Schedule C Service Provider Rows
10

SEC EDGAR

Edgar Cik
0002100130
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-30
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0002100130-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab9
E*trade4
Edgar Addresses
Mailing
6768 SOUTH 1300 EASTSALT LAKE CITY, UT 84121-2719
Business
6768 SOUTH 1300 EASTSALT LAKE CITY, UT 84121-2719
Edgar EIN
260161338
Edgar Recent Filings
13F-HR2026-05-07 · 0002100130-26-000003
13F-HR2026-01-30 · 0002100130-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2304488
Trust Company Affiliate
No

People (3)

3
CANNON, CLINTON, CROXALL
IAR · Direct Owner · 87.5%
2304488
CANNON, CHACE, TAYLOR
IAR · Direct Owner · 17.5%
5960781
Justin Earl Vargas
IAR
8019054