← Tributary

CANNON FINANCIAL STRATEGISTS, INC.

ATHENS, GA · CRD 133509 · IAPD ↗ · cannonfinancialstrategists.com · 706-548-3422

$1.67BRegulatory AUM
27Advisory reps
33Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
November 2024 — CANNON FINANCIAL STRATEGISTS, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — CANNON FINANCIAL STRATEGISTS, INC. grew from 21 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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