CANTERBURY INVESTMENT ADVISORS LLC

Overview

Canterbury Investment Advisors LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses and also offers educational seminars. The firm operates alongside an insurance brokerage practice, suggesting a hybrid model that combines investment advisory services with insurance product distribution. Canterbury allocates capital conservatively, favoring pooled public funds and mutual funds as the core building blocks of client portfolios rather than direct equity concentration or heavy ETF-only strategies. The adviser reports a split of discretionary and non-discretionary mandates, which indicates it manages some accounts with full investment authority while retaining client-directed arrangements on others. Canterbury does not identify as an ESG-focused manager and is not registered as a multi-state adviser, pointing to a regional or single-state footprint and a traditional investment approach. Ownership is held by an individual and the firm charges fees as a percentage of assets under management.

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Public Holdings

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Location & Offices