CANNON FINANCIAL STRATEGISTS, INC.
CRD #133509 SEC #801-79869 ATHENS, GA 706-548-3422
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
36
Clients
10
Accounts
3,140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.4B | $82.8M | 36 | 0 |
| Oct 2024 | $1.3B | $1.3B | $58.6M | 30 | 34 |
| Mar 2024 | $1.3B | $1.3B | $58.6M | 30 | 34 |
| Mar 2023 | $1.1B | $1B | $49.2M | 28 | 21 |
| Sep 2022 | $1.1B | $1.1B | $42.7M | 25 | 0 |
| Sep 2022 | $1.1B | $1.1B | $42.7M | 25 | 0 |
| Aug 2022 | $1.1B | $1.1B | $42.7M | 25 | 0 |
| Mar 2022 | $1.1B | $1.1B | $42.7M | 25 | 0 |
| Aug 2021 | $982.4M | $953.9M | $28.4M | 35 | 0 |
| Mar 2021 | $982.4M | $953.9M | $28.4M | 35 | 0 |
| Aug 2020 | $805.2M | $756.6M | $48.6M | 29 | 15 |
| Jun 2020 | $805.2M | $756.6M | $48.6M | 29 | 15 |
| Mar 2020 | $805.2M | $756.6M | $48.6M | 29 | 15 |
| Nov 2019 | $578M | $550.8M | $27.2M | 24 | 17 |
| Mar 2019 | $578M | $550.8M | $27.2M | 24 | 17 |
| Nov 2018 | $422.5M | $346.8M | $75.7M | 17 | 0 |
| Mar 2018 | $422.5M | $346.8M | $75.7M | 17 | 0 |
| Mar 2017 | $327.6M | $268.1M | $59.5M | 12 | 200 |
| Apr 2016 | $141.8M | $97.5M | $44.3M | 9 | 26 |
| Mar 2015 | $140.9M | $67.2M | $73.8M | 9 | 26 |
| Jul 2014 | $127.3M | $60.7M | $66.6M | 9 | 26 |
| May 2014 | $127.3M | $60.7M | $66.6M | 6 | 26 |
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$82.8M
Employees36
Clients0
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$58.6M
Employees30
Clients34
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$58.6M
Employees30
Clients34
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$49.2M
Employees28
Clients21
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees25
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees25
Clients0
DateAug 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees25
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees25
Clients0
DateAug 2021
Total AUM$982.4M
Discretionary$953.9M
Non-Disc.$28.4M
Employees35
Clients0
DateMar 2021
Total AUM$982.4M
Discretionary$953.9M
Non-Disc.$28.4M
Employees35
Clients0
DateAug 2020
Total AUM$805.2M
Discretionary$756.6M
Non-Disc.$48.6M
Employees29
Clients15
DateJun 2020
Total AUM$805.2M
Discretionary$756.6M
Non-Disc.$48.6M
Employees29
Clients15
DateMar 2020
Total AUM$805.2M
Discretionary$756.6M
Non-Disc.$48.6M
Employees29
Clients15
DateNov 2019
Total AUM$578M
Discretionary$550.8M
Non-Disc.$27.2M
Employees24
Clients17
DateMar 2019
Total AUM$578M
Discretionary$550.8M
Non-Disc.$27.2M
Employees24
Clients17
DateNov 2018
Total AUM$422.5M
Discretionary$346.8M
Non-Disc.$75.7M
Employees17
Clients0
DateMar 2018
Total AUM$422.5M
Discretionary$346.8M
Non-Disc.$75.7M
Employees17
Clients0
DateMar 2017
Total AUM$327.6M
Discretionary$268.1M
Non-Disc.$59.5M
Employees12
Clients200
DateApr 2016
Total AUM$141.8M
Discretionary$97.5M
Non-Disc.$44.3M
Employees9
Clients26
DateMar 2015
Total AUM$140.9M
Discretionary$67.2M
Non-Disc.$73.8M
Employees9
Clients26
DateJul 2014
Total AUM$127.3M
Discretionary$60.7M
Non-Disc.$66.6M
Employees9
Clients26
DateMay 2014
Total AUM$127.3M
Discretionary$60.7M
Non-Disc.$66.6M
Employees6
Clients26