CC
CFA
CC
CFA

Clinton Cannon

27 Years of Experience
Salt Lake City, UT

Clinton Cannon is a CFA-designated registered investment advisor at Cannon Capital Management, INC., based in Salt Lake City, UT, with 27 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 273 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
273 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$328.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.60%

CCM does offer discounts to select friends, employees and family of the Firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6768 South 1300 East, Salt Lake City, UT, 84121-2719

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Clinton is a co-owner of Fishrock Advisors, LLC, a firm involved in managed futures, since 2011. He spends a few hours per week on this activity, with minimal time spent during securities trading hours, as the business is in the formation phase.

Employment History
Current Registrations
Cannon Capital Management, INC.
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Smc Capital Management, INC.
July 2007 - January 2008 · 6 mos
Cannon Tingey Investment Advisors INC
September 1996 - December 2008 · 12 yrs 3 mos
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Clinton Cannon - Financial Advisor | TrueAdvisor