Canterbury Investment Advisors LLC

Overview

Canterbury Investment Advisors LLC is a small, individually owned limited liability company that provides fee-based portfolio management and insurance brokerage services to individuals, families and some institutional clients. The firm charges a percentage of assets under management, and its advisory work includes portfolio management for individuals and small businesses as well as delivering educational seminars and workshops. Canterbury does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Regulatory details in the profile are limited: the firm is SEC-registered with the registration year not listed, and it is categorized as “unclassified” in the provided snapshot. Canterbury does not report related adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices