SourcingSourcing

CANNON GLOBAL INVESTMENT MANAGEMENT, LLC

C35
CRD 301911·SEC 801-116953·DAVIE, FL
AUM
$92.9M
$25M-$100M
Est. Revenue
$929K
@ 1% on AUM
Est. EBITDA
$279K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC
CRD
301911
SEC file #
801-116953
EIN
815255595
DBA names
—

Economics

AUM
$92.9M
AUM band
$25M-$100M
AUM trajectory
'20'26
$41.1M → $92.9M▲ +126%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
DAVIE FL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
cannonfund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORPHET, THOMAS, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MORPHET, THOMAS, NMN
FLORA, BENJAMIN, JACK
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
ok
Rdap Domain
CANNONFUND.COM
Rdap Domain Creation Date
2016-12-01T00:10:06Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001844427
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-11
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001844427-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4552
Soi Zip Pct 200k Plus
0.2549
Soi Zip Returns 200k Plus
1820
Soi Zip Total AGI
2,015,224
Fdic Zip Total Deposits
11,638,646,000
Fdic Zip Branch Count
140
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank4
E*trade4
Edgar Addresses
Mailing
12555 ORANGE DR.274DAVIE, FL 33330
Business
12555 ORANGE DR.274DAVIE, FL 33330
Edgar EIN
815255595
Edgar Recent Filings
13F-HR2026-04-21 · 0001844427-26-000003
13F-HR2026-01-27 · 0001844427-26-000002
Fdic Zip Branches Raw
First Union National Bank of FloridaCooper City, FL
First Western BankCooper City, FL
Fdic Zip HHI
1624.55
Fdic Zip Top Bank Share Pct
31.17
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-01T00:10:06Z
Rdap Domain Last Changed
2025-11-16T01:12:39Z
Rdap Nameservers
Ns-cloud-b1.googledomains.comNs-cloud-b2.googledomains.comNs-cloud-b3.googledomains.comNs-cloud-b4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,014
Returns1,540
Stub 2
AGI37,812
Returns1,020
Stub 3
AGI45,725
Returns740
Soi Zip Total Business Income
27,797
Soi Zip Total Cap Gains
430,540
Soi Zip Total Dividends
55,753
Soi Zip Total Returns
7,140
Top Owner CRD
5658430
Trust Company Affiliate
Yes

People (2)

2
THOMAS NMN MORPHET
Direct Owner · 87.5%
5658430
BENJAMIN JACK FLORA
Executive Officer · 2.5%
5825292