Cannon Tingey Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Cannon Tingey Investment Advisors reports 395 clients. They include 231 individual clients, 107 high-net-worth individuals, and 36 pension and profit-sharing plans. Of its assets, 94.3% ($450M across 390 accounts) are managed with discretion; $27.3M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 12% |
| High-net-worth individuals | 27% | 70% |
| Pension and profit-sharing plans | 9% | 9% |
| Charitable organizations | 1% | <1% |
| Insurance companies | <1% | <1% |
| Other client typesCorporations and other businesses | 4% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 231 | $56.8M | 11.9% | $246K |
| High-net-worth individuals | 107 | $335M | 70.2% | $3.13M |
| Pension and profit-sharing plans | 36 | $43.8M | 9.2% | $1.22M |
| Charitable organizations | 5 | $3.63M | 0.8% | $726K |
| Insurance companies | Fewer than 5 | $1.7M | 0.4% | $1.7M |
| Corporations and other businesses | 15 | $36.4M | 7.6% | $2.43M |
| Total | 395 | $478M | 100% | — |
- Clients
- 231
- Regulatory AUM
- $56.8M
- AUM share
- 11.9%
- Avg. per client
- $246K
- Clients
- 107
- Regulatory AUM
- $335M
- AUM share
- 70.2%
- Avg. per client
- $3.13M
- Clients
- 36
- Regulatory AUM
- $43.8M
- AUM share
- 9.2%
- Avg. per client
- $1.22M
- Clients
- 5
- Regulatory AUM
- $3.63M
- AUM share
- 0.8%
- Avg. per client
- $726K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.7M
- AUM share
- 0.4%
- Avg. per client
- $1.7M
- Clients
- 15
- Regulatory AUM
- $36.4M
- AUM share
- 7.6%
- Avg. per client
- $2.43M
Total
- Clients
- 395
- Regulatory AUM
- $478M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 51–100
Cannon Tingey Investment Advisors charges 0.50%–1.10% a year for its Portfolio management fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.10% |
| $1M–$3M | 0.95% |
| $3M–$5M | 0.85% |
| $5M–$10M | 0.75% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Other general consulting
- General consulting, including expert witness work, is billed at a non-negotiable $295.00 an hour, invoiced at the end of the work or during the project.
Jon Tingey owns 75% or more of Cannon Tingey Investment Advisors. The leadership team of Cannon Tingey Investment Advisors includes Chief Compliance Officer Amber Gale. It has 6 employees, 4 of them in advisory roles.
Leadership
- Amber GaleChief Compliance Officer
Jon TingeyPrincipal
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- Owns 75% or more of Cannon Tingey Investment Advisors Inc
Jon Tingey
Control person · since June 1999
Cannon Tingey Investment Advisors’ regulatory assets grew 1.6× from $298M (April 2021) to $478M (March 2026); clients rose from 330 to 395 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $478M | 395 | 6 | 1 |
| June 2025 | $385M | 361 | 5 | 1 |
| March 2024 | $421M | 393 | 3 | 1 |
| March 2023 | $340M | 395 | 3 | 1 |
| March 2022 | $362M | 398 | 3 | 1 |
| April 2021 | $298M | 330 | 3 | 1 |
Besides its headquarters, Cannon Tingey Investment Advisors has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 2101 East Murray-Holladay Road, Suite 200, Salt Lake CityHQ
Contact and registration details
- Legal name
- Cannon Tingey Investment Advisors Inc
- Headquarters
- 2101 East Murray-Holladay Road, Suite 200, Salt Lake City, UT 84117
- Website
- Not reported
- Phone
- 801-352-8166
- SEC file
- 801-88169
- Founded
- 1996
- Structure
- Utah corporation
- Fiscal year end
- December
Cannon Tingey Investment Advisors uses Charles Schwab ($416M) as custodian for its separately managed accounts. Cannon Tingey Investment Advisors has custody of $158M in client assets for 168 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $416M100%
At year end, Cannon Tingey Investment Advisors’ separately managed accounts were mostly in stocks (70%) and bonds (22%).
What the accounts hold
- Stocks70%
- Bonds22%
- U.S. government and agency bonds20%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other5%
- Mutual funds5%
How many clients does Cannon Tingey Investment Advisors have?
Cannon Tingey Investment Advisors has 395 clients and manages $478 million for them, as of March 2026. They include 231 individual clients, 107 high-net-worth individuals, and 36 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Cannon Tingey Investment Advisors offer?
Cannon Tingey Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cannon Tingey Investment Advisors charge?
Cannon Tingey Investment Advisors charges 0.50%–1.10% a year for its Portfolio management fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: CANNON TINGEY INVESTMENT ADVISORS ADV PART 2, filed 6 March 2026
Which custodians does Cannon Tingey Investment Advisors use?
Cannon Tingey Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $416M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Cannon Tingey Investment Advisors have?
Cannon Tingey Investment Advisors has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Tingey Investment Advisors invest in?
At the end of its last fiscal year, Cannon Tingey Investment Advisors’ separately managed accounts held 70% exchange-traded equities, 20% U.S. government and agency bonds, 5% other, 3% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds. The 5% other category is described as: Mutual Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cannon Tingey Investment Advisors?
Cannon Tingey Investment Advisors’ direct owner is Jon Tingey (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Cannon Tingey Investment Advisors get paid?
Cannon Tingey Investment Advisors is paid through a percentage of assets under management and hourly charges. 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 Tingey Investment Advisors?
Cannon Tingey Investment Advisors’ main office is at 2101 East Murray-Holladay Road, Suite 200, Salt Lake City, UT 84117. Its phone number is 801-352-8166.