About Cannon Capital Management, Inc.
<p>Family-owned and run by an 8-person team, Cannon Capital Management, Inc. has advised clients from Cottonwood Heights in the Salt Lake City metro since 2008.</p> <p>The firm works with individuals, families, businesses, nonprofits, and retirement plans, including ERISA-covered plans. Cannon Capital Management acts in a fiduciary capacity and offers 3(38) investment management services for plan sponsors who want help selecting and monitoring plan investments under a delegated arrangement.</p> <p>In addition to wealth management and financial planning, the firm builds investment strategies and financial plans designed to bring more order and efficiency to day-to-day financial decisions. As of 2026, Cannon Capital Management reports $0.3B in assets under management.</p> <p>What sets the firm apart is its stated focus on stewardship and a values-driven client relationship built around listening, transparency, and accountability.</p> <ul> <li>3(38) investment management for retirement plans</li> <li>Fiduciary support for ERISA plan sponsors</li> <li>Financial planning and wealth management</li> <li>Services for individuals, families, businesses, and nonprofits</li> <li>Based in the Salt Lake City metro area</li> </ul>
Website: https://www.cannoncap.com/
Founded: 2008
Employees: 8
Office Locations
- Cottonwood Heights, UT (Headquarters)
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $328.9M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| WESTATES COMPANY 401(K) PLAN | WESTATES CONSTRUCTION, LLC, UT | $2M | 82 |