CANNON BEACH CONSULTANTS INC
Legal name: CANNON BEACH FINANCIAL ADVISORS
CRD #140959 SEC #801-66973 SAN RAMON, CA 888-839-9399
SEC Registered
Total AUM
$175.7M
Discretionary
$173.7M
Employees
2
Clients
51
Accounts
558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $175.7M | $173.7M | $2M | 2 | 12 |
| Mar 2025 | $175.7M | $173.7M | $2M | 2 | 12 |
| Jan 2025 | $175.9M | $157M | $18.9M | 2 | 13 |
| Mar 2024 | $259.5M | $170.7M | $88.8M | 2 | 13 |
| Mar 2023 | $211.5M | $143.5M | $68.1M | 2 | 14 |
| Mar 2022 | $229M | $153.9M | $75.1M | 2 | 14 |
| Mar 2021 | $197.1M | $128.6M | $68.5M | 2 | 12 |
| Jun 2020 | $142.5M | $96.1M | $46.4M | 2 | 12 |
| Mar 2020 | $142.5M | $96.1M | $46.4M | 2 | 12 |
| Dec 2019 | $160.3M | $100.2M | $60.1M | 2 | 11 |
| Mar 2019 | $160.3M | $100.2M | $60.1M | 2 | 11 |
| Mar 2018 | $160.5M | $107M | $53.5M | 3 | 9 |
| Mar 2017 | $121M | $100.4M | $20.7M | 3 | 105 |
| Mar 2016 | $92.2M | $80.5M | $11.6M | 3 | 103 |
| Mar 2015 | $93.9M | $83.2M | $10.7M | 3 | 119 |
| Jul 2014 | $114.1M | $105.6M | $8.5M | 3 | 125 |
| Apr 2014 | $114.1M | $93.4M | $20.6M | 4 | 200 |
| Apr 2013 | $113.2M | $64.4M | $48.8M | 4 | 200 |
| Mar 2012 | $106.9M | $71.4M | $35.5M | 6 | 200 |
| Nov 2011 | $90.4M | $71M | $19.4M | 6 | 101 |
| Mar 2011 | $90.4M | $71M | $19.4M | 10 | -- |
| Dec 2010 | $62.9M | $57.3M | $5.6M | 10 | -- |
| Apr 2010 | $62.9M | $57.3M | $5.6M | 10 | -- |
| Oct 2009 | $52.1M | $46.4M | $5.7M | 10 | -- |
| Apr 2009 | $52.1M | $46.4M | $5.7M | 10 | -- |
| Apr 2009 | $52.1M | $46.4M | $5.7M | 10 | -- |
| Mar 2008 | $58.1M | $50.8M | $7.3M | 10 | -- |
| Mar 2007 | $38.2M | $38.2M | $0 | 10 | -- |
| Nov 2006 | $31.7M | $31.7M | $0 | 5 | -- |
DateSep 2025
Total AUM$175.7M
Discretionary$173.7M
Non-Disc.$2M
Employees2
Clients12
DateMar 2025
Total AUM$175.7M
Discretionary$173.7M
Non-Disc.$2M
Employees2
Clients12
DateJan 2025
Total AUM$175.9M
Discretionary$157M
Non-Disc.$18.9M
Employees2
Clients13
DateMar 2024
Total AUM$259.5M
Discretionary$170.7M
Non-Disc.$88.8M
Employees2
Clients13
DateMar 2023
Total AUM$211.5M
Discretionary$143.5M
Non-Disc.$68.1M
Employees2
Clients14
DateMar 2022
Total AUM$229M
Discretionary$153.9M
Non-Disc.$75.1M
Employees2
Clients14
DateMar 2021
Total AUM$197.1M
Discretionary$128.6M
Non-Disc.$68.5M
Employees2
Clients12
DateJun 2020
Total AUM$142.5M
Discretionary$96.1M
Non-Disc.$46.4M
Employees2
Clients12
DateMar 2020
Total AUM$142.5M
Discretionary$96.1M
Non-Disc.$46.4M
Employees2
Clients12
DateDec 2019
Total AUM$160.3M
Discretionary$100.2M
Non-Disc.$60.1M
Employees2
Clients11
DateMar 2019
Total AUM$160.3M
Discretionary$100.2M
Non-Disc.$60.1M
Employees2
Clients11
DateMar 2018
Total AUM$160.5M
Discretionary$107M
Non-Disc.$53.5M
Employees3
Clients9
DateMar 2017
Total AUM$121M
Discretionary$100.4M
Non-Disc.$20.7M
Employees3
Clients105
DateMar 2016
Total AUM$92.2M
Discretionary$80.5M
Non-Disc.$11.6M
Employees3
Clients103
DateMar 2015
Total AUM$93.9M
Discretionary$83.2M
Non-Disc.$10.7M
Employees3
Clients119
DateJul 2014
Total AUM$114.1M
Discretionary$105.6M
Non-Disc.$8.5M
Employees3
Clients125
DateApr 2014
Total AUM$114.1M
Discretionary$93.4M
Non-Disc.$20.6M
Employees4
Clients200
DateApr 2013
Total AUM$113.2M
Discretionary$64.4M
Non-Disc.$48.8M
Employees4
Clients200
DateMar 2012
Total AUM$106.9M
Discretionary$71.4M
Non-Disc.$35.5M
Employees6
Clients200
DateNov 2011
Total AUM$90.4M
Discretionary$71M
Non-Disc.$19.4M
Employees6
Clients101
DateMar 2011
Total AUM$90.4M
Discretionary$71M
Non-Disc.$19.4M
Employees10
Clients--
DateDec 2010
Total AUM$62.9M
Discretionary$57.3M
Non-Disc.$5.6M
Employees10
Clients--
DateApr 2010
Total AUM$62.9M
Discretionary$57.3M
Non-Disc.$5.6M
Employees10
Clients--
DateOct 2009
Total AUM$52.1M
Discretionary$46.4M
Non-Disc.$5.7M
Employees10
Clients--
DateApr 2009
Total AUM$52.1M
Discretionary$46.4M
Non-Disc.$5.7M
Employees10
Clients--
DateApr 2009
Total AUM$52.1M
Discretionary$46.4M
Non-Disc.$5.7M
Employees10
Clients--
DateMar 2008
Total AUM$58.1M
Discretionary$50.8M
Non-Disc.$7.3M
Employees10
Clients--
DateMar 2007
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees5
Clients--