Cannon Financial Strategists, Inc.

Overview

Cannon Financial Strategists, Inc. is an SEC registered investment adviser based in Athens, GA, registered since 2014. It reports $1.7B in assets under management across 3,311 accounts, with 33 employees. It has 29 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

95%

Accounts

3,311

Average account

$504K

Employees

33

Advisory reps

29

Registered since

2014

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Kelly L Dixon Chief Compliance Officer, Chief Executive Officer, President CRD 5854982
• Christopher J Euell Chief Operating Officer, Chief Information Officer CRD 7435025
• Jeffrey Jon Young Chief Investment Officer CRD 4712342

Advisory reps 3 of 29

• William Cody Bodrey Investment Adviser Rep CRD 7437439
• Robert Montague Carlton III Investment Adviser Rep CRD 7454485
• John Rufus Cole III Investment Adviser Rep CRD 4008543

26 more advisory reps, with emails, phones and branch locations

Location

Headquarters

649 S Milledge Ave Ste 8
Athens, GA 30605

County

Clarke

Metro area

Athens-Clarke County, GA

Region

South

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: cannonfinancialstrategists.com

Every state, with registration dates

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