Cannon Financial Strategists, Inc.
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17Rank #1000 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3238
Fees received$2MMedian $55,600/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Cannon Financial Strategists, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Cannon Financial Strategists, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 8 | $65,307 | |
Insurance services; Consulting (general); Insurance brokerage commissions and feesCode 16 | 3 | $86,330 | |
Investment management; Investment advisory (plan); Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 3 | $54,151 | |
Other feesCode 99 | 3 | $50,037 |
Competitor overlap
Percent of Cannon Financial Strategists, Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Cannon Financial Strategists, Inc..
| Sponsor | From | Assets |
|---|---|---|
MCNAIR MCLEMORE MIDDLEBROOKS & CO., LLCGA · 581094351-001 | Wells Fargo | $51M |
ALABAMA CHRISTIAN ACADEMYAL · 630854505-001 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under Cannon Financial Strategists, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
EMORY HEALTHCARE, INC.GA · 582137993-002 | Strategic Advisers | $2.4B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PHOEBE PUTNEY HEALTH SYSTEM, INC.GA · 581928247-001 | $446M | 6,005 | $471,535 | 10y | - |
TIFT REGIONAL HEALTH SYSTEM, INC.GA · 453072990-001 | $406M | 4,543 | $198,232 | 6y | - |
FLOYD HEALTHCARE MANAGEMENTGA · 581973570-003 | $205M | 4,539 | $85,572 | 5y | - |
JAMESTOWN MANAGEMENT CORP.GA · 581745153-001 | $90M | 745 | $118,290 | 10y | 1 |
COBB ELECTRIC MEMBERSHIP CORPORATIONGA · 580198155-002 | $79M | 514 | $61,671 | 9y | 1 |
BRENAU UNIVERSITYGA · 580566143-002 | $67M | 743 | $95,555 | 9y | - |
PACE ACADEMY, INC.GA · 580706812-002 | $61M | 734 | $86,330 | 9y | - |
SAVANNAH COUNTRY DAY SCHOOL, INC.GA · 580655290-002 | $55M | 493 | $55,600 | 10y | - |
MCNAIR MCLEMORE MIDDLEBROOKS & CO., LLCGA · 581094351-001 | $51M | 157 | $45,042 | 1y | - |
GEORGIA UNITED CREDIT UNIONGA · 580800932-001 | $47M | 440 | $104,839 | 3y | - |
Flag exposure
70.6%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Cannon Financial Strategists, Inc..
- BAKER NEWMAN & NOYES, LLLC
- BAKER, PETERSON & FRANKLIN, LLP
- CANNON FINANCIAL STRATEGISTS
- CANNON FINANCIAL STRATEGISTS I
- CANNON FINANCIAL STRATEGISTS INC
- CANNON FINANCIAL STRATEGISTS INC.
- CANNON FINANCIAL STRATEGISTS,
- CANNON FINANCIAL STRATEGISTS, INC
- CANNON FINANCIAL STRATEGISTS, INC.
- CANON FINANCIAL STRATEGISTS, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Cannon Financial Strategists, Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 11.76% | 1.71% | +10.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 11.76% | 1.76% | +10.01 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Cannon Financial Strategists, Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Cannon Financial Strategists, Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Draffin & Tucker, LLP | 1 | 5.9% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).