SourcingSourcing

CANNON WEALTH MANAGEMENT SERVICES, LLC

B53
CRD 323302·SEC 801-126703·WINSTON SALEM, NC
AUM
$245.2M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$735K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD
323302
SEC file #
801-126703
EIN
562291171
DBA names
Cannon Wealth Management Services

Economics

AUM
$245.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$213.1M → $245.2M▲ +15%
Client mix
Individuals Other321
Individuals High Net Worth53
Other30
Charitable Organizations6
Pension Profit Sharing Plans1

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
6 advisors → 5 advisors▼ -17%
Primary office
WINSTON SALEM NC
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
facebook.com/cannonwealthmanagement/(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMBURN, WILLIAM, BARRON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
AMBURN, WILLIAM, BARRON
HEARN, MATTHEW, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
No

SEC EDGAR

Edgar Cik
0002043725
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2024-11-12
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000161

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3345
Soi Zip Pct 200k Plus
0.1689
Soi Zip Returns 200k Plus
2,510
Soi Zip Total AGI
2,226,024
Fdic Zip Total Deposits
91,703,283,000
Fdic Zip Branch Count
381
Fdic Zip Top Banks
Branch Banking and Trust Company
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2160 COUNTRY CLUB ROADWINSTON SALEM, NC 27104
Business
2160 COUNTRY CLUB ROADWINSTON SALEM, NC 27104
Edgar EIN
562291171
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000161
13F-HR2026-01-27 · 0001765380-26-000038
Fdic Zip Branches Raw
First-Citizens Bank & Trust CompanyWinston-Salem, NC
Central Carolina Bank and Trust CompanyWinston-Salem, NC
Fdic Zip HHI
4449.03
Fdic Zip Top Bank Share Pct
64.88
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI43,569
Returns3,530
Stub 2
AGI116,233
Returns3,150
Stub 3
AGI120,545
Returns1,960
Soi Zip Total Business Income
67,916
Soi Zip Total Cap Gains
217,715
Soi Zip Total Dividends
154,223
Soi Zip Total Returns
14,860
Top Owner CRD
4580843
Trust Company Affiliate
No

People (6)

6
AMBURN, WILLIAM, BARRON
IAR · Direct Owner · 37.5%
4580843
HEARN, MATTHEW, DAVID
IAR · Direct Owner · 37.5%
4808922
PERKINS, JOSEPH, Charles
IAR · Direct Owner · 37.5%
6620408
WILCOX, RAYMOND, HUGH
IAR · Direct Owner · 37.5%
4255308
MCCARTHY, MICHELLE, ANNE
Executive Officer · 2.5%
7682269
Adam Russell Mcmillian
IAR
7502104