Lance R. Cannon

HOOD RIVER CAPITAL MANAGEMENT LLC

Palm Beach Gardens, FL 33410

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CRD#: 7397439

Professional summary

Lance Rodney Cannon is a registered financial advisor currently at HOOD RIVER CAPITAL MANAGEMENT LLC located in Palm Beach Gardens, Florida.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lance has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Rodney Cannon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2021 - Present

HOOD RIVER CAPITAL MANAGEMENT LLC

Office #1: 2373 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410

RIA

CRD#: 166089

Palm Beach Gardens, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOOD RIVER CAPITAL MANAGEMENT LLC

CRD#: 166089 / SEC#: 801-77537

RIA

Registered Investment Advisory firm - (1/29/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/27/2021)

IAR

Texas
(7/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

HOOD RIVER CAPITAL MANAGEMENT LLC

CRD#: 166089 / SEC#: 801-77537

RIA

Registered Investment Advisory firm - (1/29/2013 Approved)

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Contact information

Main Address

2373 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 484-5699

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

ADV PART 2B (3/28/2025)

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 6,858,390,736

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lance R. Cannon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Rodney Cannon's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOOD RIVER CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

HOOD RIVER CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

HOOD RIVER CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOOD RIVER CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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