Philip A. Gephart

CANNON ADVISORS

Camden, SC 29020

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CRD#: 7490844

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.

Workout Anytime; Owner/Fitness Director; since 1/2024; Camden, SC; non-investment related; 15 hours per month

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

CRD#: 20472

CHARLOTTE, NC

Past

February 14, 2023 - October 17, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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

State Security Law Exam

IAR

Series 65

Date: 11/19/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/14/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 2/14/2023

Securities Industry Essentials Examination

Current Firm

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)

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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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-CANNON ADVISORS (3/4/2025)

Regulatory assets under management

Total Number of Accounts	721
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.

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Advisor Monitoring

Firm Stability Insights

Philip A. Gephart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Andrew Gephart's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CANNON ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2024

Series 63

Date: 2/28/2023

Series 6TO

Date: 2/14/2023

SIE

Date: 2/14/2023

Current Firm

CANNON ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CANNON ADVISORS

TRUST BUT VERIFY

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