CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

Overview

Canterbury Capital Wealth Management, LLC is an independent registered investment adviser organized as an LLC and focused on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and select institutions. Fee arrangements include a percentage of assets under management and fixed-fee engagements. Canterbury reports a clear preference toward equity-oriented portfolios, with exchange-traded equities representing the largest single asset type in its managed assets. The firm does not position itself as a capital allocator running proprietary private funds; instead it allocates client capital to third-party managers when pursuing alternative return streams. Canterbury lists industry affiliations with accounting and insurance firms, which suggests coordination on tax, reporting and risk-transfer needs. The adviser is not an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser.

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Public Holdings

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Location & Offices