CANNON WEALTH MANAGEMENT SERVICES, LLC
DBA: CANNON WEALTH MANAGEMENT SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $245.2M |
| Discretionary | $240.6M98% of AUM |
| Non-Discretionary | $4.6M |
| Client Accounts | 1,001 |
| Avg Account Size | $245K |
| Employees | 8 |
| Peak AUM | $245.2MJan 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $245M | +15.0% | +18.2% | — | |
| Discretionary AUM | $241M | ||||
Key Metrics
| Total AUM | $245.2M |
| Discretionary | $240.6M |
| Employees | 8 |
| Client Accounts | 1001 |
| Client Range | 1-10 |
Contact & Location
Address
2160 COUNTRY CLUB ROAD
WINSTON SALEM NC 27104
Phone
336-231-6844
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$241M
98.1% of AUM
Non-Discretionary
$5M
1.9% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered RepBanking InstitutionCommodity Pool Operator
Related Entities (Item 7)
Insurance Company