# CANNON BEACH FINANCIAL ADVISORS

CANNON BEACH FINANCIAL ADVISORS of SAN RAMON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 140959
- Type: SEC-registered investment adviser
- SEC file number: 801-66973
- Location: 2603 CAMINO RAMON, SAN RAMON, CA, 94583
- Phone: 888-839-9399
- Latest filing: 2026-03-30
- Regulatory AUM: $209.2M
- Discretionary AUM: $206.8M
- Non-discretionary AUM: $2.5M
- Clients: 2
- Accounts: 549

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Junmin Nmn Chang | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Gregory Stewart Rogers | PRESIDENT, CHIEF OPERATING OFFICER | — |
| MOORE-JONES OLIVIA SUSAN | PRESIDENT | — |
| CHANG JUNMIN NMN | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| GARCIA MAHNAZ NMN | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| ROGERS GREGORY STEWART | CHIEF OPERATING OFFICER; PRESIDENT; PRESIDENT, CHIEF OPERATING OFFICER | — |
| Junmin (Nmn) Chang | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140959/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140959/similar
- Related entities: https://search.stillhousedata.com/firm/140959/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140959

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.