Cannon Financial Strategists provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 1–10 clients last fiscal year.
Cannon Financial Strategists reports 1,015 clients. They include 597 individual clients, 389 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 95.0% ($1.59B across 2,976 accounts) are managed with discretion; $83.7M across 335 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 12% |
| High-net-worth individuals | 38% | 70% |
| Pension and profit-sharing plans | 2% | 17% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 597 | $193M | 11.6% | $324K |
| High-net-worth individuals | 389 | $1.17B | 70.3% | $3.02M |
| Pension and profit-sharing plans | 24 | $282M | 16.9% | $11.7M |
| Corporations and other businesses | 5 | $20.2M | 1.2% | $4.03M |
| Total | 1,015 | $1.67B | 100% | $1.65M |
- Clients
- 597
- Regulatory AUM
- $193M
- AUM share
- 11.6%
- Avg. per client
- $324K
- Clients
- 389
- Regulatory AUM
- $1.17B
- AUM share
- 70.3%
- Avg. per client
- $3.02M
- Clients
- 24
- Regulatory AUM
- $282M
- AUM share
- 16.9%
- Avg. per client
- $11.7M
- Clients
- 5
- Regulatory AUM
- $20.2M
- AUM share
- 1.2%
- Avg. per client
- $4.03M
Total
- Clients
- 1,015
- Regulatory AUM
- $1.67B
- AUM share
- 100%
- Avg. per client
- $1.65M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Cannon Financial Strategists charges 0.25%–1.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Direct Mutual Fund Services
- An annualized rate of 0.50%, calculated and deducted quarterly, which is the advisor's entire compensation for the service.
- Financial Planning Services
- Billed hourly at rates based on the advisor experience level, discussed with the client before engagement.
Kelly Dixon owns 75% or more of Cannon Financial Strategists. Kelly Dixon is CEO; the leadership team includes Chief Investment Officer Jeffrey Young and Chief Operating Officer Christopher Euell. It has 33 employees, 27 of them in advisory roles.
Staff
- 33 employees
- 27 in advisory functions
- 27 state-registered reps
- 12 broker-dealer reps
- 13 insurance agents
- Owns 75% or more of Cannon Financial Strategists, Inc.
Kelly Dixon
Control person · since February 2021
Cannon Financial Strategists’ regulatory assets grew 1.7× from $982M (March 2021) to $1.67B (March 2026); clients rose from 610 to 1,015 and employees fell from 35 to 33.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.67B | 1,015 | 33 | 2 |
| Mar 2025March 2025 | $1.43B | 934 | 36 | 2 |
| Mar 2024March 2024 | $1.35B | 842 | 30 | 2 |
| Mar 2023March 2023 | $1.08B | 749 | 28 | 2 |
| Mar 2022March 2022 | $1.13B | 674 | 25 | 2 |
| Mar 2021March 2021 | $982M | 610 | 35 | 2 |
Besides its headquarters, Cannon Financial Strategists has 1 office, with 2 listed addresses in 1 state.
Georgia · 2 listed addresses
- 649-8 South Milledge Ave, AthensHQ
- 1930 Dawson Road, Albany
Contact and registration details
- Legal name
- Cannon Financial Strategists, Inc.
- Headquarters
- 649-8 South Milledge Ave, Athens, GA 30605
- Phone
- 706-548-3422
- SEC file
- 801-79869
- Founded
- 1983
- Structure
- Georgia corporation
- Fiscal year end
- December
Cannon Financial Strategists’ named custodians for separately managed accounts are Charles Schwab ($1.04B, 77%) and Tiaa-Cref Individual & Institutional Services ($309M, 23%). Cannon Financial Strategists does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, TX · $1.04B77%
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $309M23%
At year end, Cannon Financial Strategists’ separately managed accounts were largely in stocks (44%) and funds (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $879M across 133 positions; the largest are Dimensional ETF Trust (15.3%), SPDR Series Trust (12.4%) and SPDR Series Trust (12.4%).
What the accounts hold
- Stocks44%
- Funds40%
- Cash3%
- Other13%
- Annuities, stable value accounts, variable annuity subaccounts13%
How many clients does Cannon Financial Strategists have?
Cannon Financial Strategists has 1,015 clients and manages $1.67 billion for them, as of March 2026. They include 597 individual clients, 389 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Cannon Financial Strategists offer?
Cannon Financial Strategists provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cannon Financial Strategists charge?
Cannon Financial Strategists charges 0.25%–1.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: CANNON FINANCIAL STRATEGISTS - DISCLOSURE BROCHURE, filed 23 March 2026
Which custodians does Cannon Financial Strategists use?
Cannon Financial Strategists’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, TX), with $1.04B and Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $309M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Cannon Financial Strategists have?
Cannon Financial Strategists has 27 investment adviser representatives registered with state securities authorities, out of 33 employees, and 27 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cannon Financial Strategists invest in?
At the end of its last fiscal year, Cannon Financial Strategists’ separately managed accounts held 44% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 13% other and 3% cash and equivalents. The 13% other category is described as: Annuities, Stable Value Accounts, Variable Annuity Subaccounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cannon Financial Strategists?
Cannon Financial Strategists’ direct owner is Kelly Dixon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Cannon Financial Strategists get paid?
Cannon Financial Strategists is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cannon Financial Strategists?
Cannon Financial Strategists’ main office is at 649-8 South Milledge Ave, Athens, GA 30605. Its phone number is 706-548-3422. Its website is cannonfinancialstrategists.com.