CANTERBURY INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- ZIONSVILLE, Indiana
- CRD number
- 125680
- Registered since
- March 14, 2003
- Website
- www.canterburygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.04%
- Investment Companies11.98%
- Individuals11.56%
- Other Investment Advisers0.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Canterbury Investment Management, LLC is a small SEC-registered RIA that runs a predominantly equity-focused advisory practice. The firm favors separately managed account (SMA) equity strategies and exchange-traded vehicles as its primary allocation tool, while also using mutual funds and third‑party alternative funds to complement core equity exposure. Advisory work spans individuals and families as well as institutional clients, and the firm offers portfolio management for individuals, businesses and investment companies along with educational seminars and workshops. Canterbury charges fees as a percentage of assets under management and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1THOMAS HARDIN
Chief Investment OfficerCRD 838414
Contacts
1 of 1KIMBERLY CUSTER
Co-Founder and Managing DirectorCRD 3070629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ZIONSVILLE, IN
BOONE
Location
ZIONSVILLE, IN
Headquartered in ZIONSVILLE, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- BOONE
- Address
- 23 E Cedar St
- Time zone
- ET (UTC-5)
- Office locations
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