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The fee is billed in arrears and is negotiable.","source":"CANNON WEALTH MANAGEMENT SERVICES FORM ADV PART 2A, filed 29 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cannon Wealth Management Services use?","answer":"Cannon Wealth Management Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $240M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cannon Wealth Management Services have?","answer":"Cannon Wealth Management Services has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cannon Wealth Management Services invest in?","answer":"At the end of its last fiscal year, Cannon Wealth Management Services’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 6% cash and equivalents, 3% U.S. government and agency bonds, 2% non-exchange-traded equities, 2% other, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). 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