Canterbury Investment Advisors LLC

RIAState Registered
Total AUM
$24.1M
Discretionary
$12M
50% of AUM
Avg account
$6M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
Mountain Brk, Alabama
CRD number
295652
Website
canterburyadvisor.com
Custodians
NATIONWIDE SECURITIES, LLC, ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Investment Companies50%
  • HNWI43.6%
  • Individuals6.4%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Canterbury Investment Advisors LLC is an Alabama-registered limited liability company that serves individual and family clients as well as institutional accounts. The firm is individually owned and provides portfolio management for individuals and small businesses alongside educational seminars and workshops. Canterbury also operates as an insurance broker and charges clients on a percentage-of-AUM fee basis. The adviser is classified as unclassified in its filing and does not present itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Paul Abele

    Paul Abele

    Managing MemberCRD 1321366

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mountain Brk, AL

Jefferson

Location

Mountain Brk, AL

Headquartered in Mountain Brk, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
300 Office Park Dr
Time zone
CT (UTC-6)
Office locations

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