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Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc. is a privately-held, registered investment advisory firm headquartered in Athens, Georgia. Founded in 1983, the firm provides wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutions, including consulting on institutional retirement programs. The company is closely held by members of its leadership, employs around 36 professionals, and focuses on unbiased financial guidance and aligning client objectives with tailored investment strategies.
Investment Strategy
Cannon offers a mix of investment advisory, financial planning, and retirement plan advisory services with a focus on constructing tax-efficient, individualized asset allocation models for clients. Their approach includes reviewing client assets, investment goals, and risk tolerance, and utilizing Investment Policy Statements for capturing client preferences and driving portfolio allocations. For wealth management, they develop holistic, household-level allocations for tax efficiency and provide comprehensive planning around accumulation, distribution, and taxation. They also offer direct mutual fund model portfolios and institutional retirement plan consulting, adhering to fiduciary standards and aligning recommendations with each client's financial plan.
Latest 13F Filing Activity
Cannon Financial Strategists, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $633M. The fund increased holdings in SPDR Series Trust, Dimensional Etf Trust, American Centy Etf TR among other positions. Cannon Financial Strategists, Inc. reduced exposure to Ishares TR, SPDR Series Trust, Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIC | DIMENSIONAL ETF TRUST | 16.59% | $105.1M | 3,379,082 | $24.71 | $31.09 | +$11.2M |
S SPYG | SPDR SERIES TRUST | 12.33% | $78.1M | 818,956 | $46.40 | $95.32 | +$12.4M |
S SLYV | SPDR SERIES TRUST | 12.00% | $76.0M | 952,755 | $65.48 | $79.76 | +$2.1M |
A AVLV | AMERICAN CENTY ETF TR | 11.31% | $71.6M | 1,049,355 | $55.93 | $68.21 | +$6.6M |
B BIV | VANGUARD BD INDEX FDS | 6.39% | $40.5M | 523,393 | $83.15 | $77.34 | +$5.1M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Bishop, GA , United States |
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