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CANON CAPITAL INVESTMENT ADVISORY

HARLEYSVILLE, PA · CRD 109557 · IAPD ↗ · canoncapital.com · 215-723-4881

$210.5MRegulatory AUM
7Advisory reps
7Employees
15Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2024 — CANON CAPITAL INVESTMENT ADVISORY (HARLEYSVILLE, PA) left the SEC roster (was $210.5M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.