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Philip A. Gephart

CANNON ADVISORS
Camden, SC 29020
Some features on this profile are disabled
CRD#: 7490844
PG

Professional summary

Philip Andrew Gephart, who also goes by Phil Gephart, Philip A Gephart, Philip Gephart, is a registered financial advisor currently at CANNON ADVISORS located in Camden, South Carolina.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Philip has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Phil Gephart | Philip A Gephart | Philip Gephart

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 Philip Andrew Gephart'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

November 19, 2024 - Present

CANNON ADVISORS

Office #1: 1670 Springdale Dr., Ste 13c, Camden, SC 29020
RIA
CRD#: 293929
Camden, SC
Past

November 14, 2023 - January 3, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

February 14, 2023 - October 17, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHARLOTTE, NC

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".
CA
CANNON ADVISORS
CANNON ADVISORS | CANNON ADVISORS, INC.

CRD#: 293929 / SEC#: 801-121835

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
Louisiana
Registered Investment Advisory firm - (8/2/2021 Terminated)
North Carolina
Registered Investment Advisory firm - (8/5/2021 Terminated)
South Carolina
Registered Investment Advisory firm - (7/26/2021 Terminated)

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
South Carolina
(11/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/28/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/14/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/14/2023
Securities Industry Essentials Examination

Current Firm

CA
CANNON ADVISORS
CANNON ADVISORS | CANNON ADVISORS, INC.

CRD#: 293929 / SEC#: 801-121835

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
Louisiana
Registered Investment Advisory firm - (8/2/2021 Terminated)
North Carolina
Registered Investment Advisory firm - (8/5/2021 Terminated)
South Carolina
Registered Investment Advisory firm - (7/26/2021 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2108 South Boulevard Suite 200, Charlotte, NC 28203
Mailing Address
Phone number
(704) 820-8393
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-CANNON ADVISORS (11/13/2025)

Regulatory assets under management

Total Number of Accounts721
AUM (Assets Under Management)$ 142,414,019

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.

Company Information

CANNON ADVISORS

CRD#: 293929Camden, SC 29020

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