# Triton Lee

> Triton Lee is a fee-only financial advisor at Cannon Capital Management in Salt Lake City, Utah. Triton focuses on tax planning, estate & legacy planning and retirement planning. Cannon Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/triton-lee/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cannon Capital Management
- **Based in:** Salt Lake City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $386.1M across 243 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Founders (pre-exit), Small business owners
- **Works with:** Founders, Retirees
- **CRD:** 8317998 (https://adviserinfo.sec.gov/individual/summary/8317998)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2026)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.cannoncap.com

## Frequently asked questions

### Is Triton Lee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Triton 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 Triton charge for financial advice?

Triton's firm, Cannon Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Triton Lee based?

Triton Lee is based in Salt Lake City, Utah.

### What does Triton specialize in?

Triton's specialties include tax planning, estate & legacy planning, retirement planning, founders (pre-exit) and small business owners. Triton works with founders and retirees.

### Is Triton Lee registered with the SEC?

Yes. Triton Lee is registered as an investment adviser representative in UT (CRD 8317998), 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 Triton Lee?

Through Triton's website, www.cannoncap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8317998): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cannoncap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.