RIA Intel›Advisers›Arizona›CANON ASSET MANAGEMENT ADVISORY, LLC

CANON ASSET MANAGEMENT ADVISORY, LLC

Advisory

PARADISE VALLEY, AZ

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in AZ

#348

of 387 advisers by AUM

Average account

$2M

across 36 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$25K

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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