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 an SEC‑registered corporation that has been operating since 1989. It is classified as a private equity fund/other fund provider and is owned by an individual. The firm serves both individual & family clients and institutional clients, providing portfolio management for individuals and small businesses, pooled investment vehicles, and institutions. Its advisory remit also includes pension consulting services and manager selection, and it performs business activities described as an other financial product salesperson. Fee arrangements include percentage‑of‑AUM billing, fixed fees, and performance‑based fees. Canterbury is not identified as an active ESG investor and is not listed as a newly formed or multi‑state adviser.