CANTERBURY CONSULTING INCORPORATED

RIASEC RegisteredEst. 1989

Total AUM

$45.9B

Discretionary

$4.1B

9% of AUM

Avg account

$10.7M

Accounts

4,293

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 22875
Registered since: September 7, 1989
Website: www.canterburyconsulting.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI86.62%
Charitable Organizations9.09%
Pooled Investment Vehicles3.85%
Pension & Profit Sharing Plans0.44%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Canterbury Consulting Incorporated is a privately owned investment adviser and fund sponsor that blends advisory services with fund management. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across individual accounts, pooled investment vehicles, and for businesses or institutions. Its service set also includes pension consulting and manager selection, and it engages in other financial product distribution. Fee arrangements include AUM-based fees, fixed fees, and performance-based compensation. Canterbury’s regulatory filings do not list it as an active ESG investor or as a multi-state adviser.