Chace Cannon
Cannon Capital Management · Salt Lake City, Utah
Chace Cannon is a fee-only financial advisor at Cannon Capital Management in Salt Lake City, Utah. Chace focuses on tax planning, estate & legacy planning and retirement planning. Cannon Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Cannon Capital Management |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $386.1M across 243 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 5960781 |
| Exams passed | Series 65 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.cannoncap.com |
| Profile |
How Chace's firm compares
- Cannon Capital Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 243 accounts).
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Questions about Chace
Is Chace Cannon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chace holds no broker registration, and Cannon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chace charge for financial advice?
Chace's firm, Cannon Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Chace Cannon based?
Chace Cannon is based in Salt Lake City, Utah.
What does Chace specialize in?
Chace's specialties include tax planning, estate & legacy planning, retirement planning, founders (pre-exit) and small business owners. Chace works with founders and retirees.
Is Chace Cannon registered with the SEC?
Yes. Chace Cannon is registered as an investment adviser representative in TX and UT (CRD 5960781), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cannon Capital Management manage?
Cannon Capital Management reports $386.1M across 243 accounts in assets under management.
How do I contact Chace Cannon?
Through Chace's website, www.cannoncap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cannon Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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