CANTERBURY CONSULTING INCORPORATED
SEC RegisteredWE FOCUS ON YOUR INVESTMENTS SO YOU CAN FOCUS ON YOUR MISSION
About the firm
Since 1988, Canterbury has partnered with clients to provide customized investment advice on both non-discretionary and discretionary bases. Canterbury is 100% employee owned and independent, managing $66.9 billion in assets across 3 offices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional advisory (non-discretionary customized investment advice), outsourced and discretionary management (full discretionary portfolio construction), and wealth management for individuals and family offices.
Who they serve
Colleges and universities, individuals and family offices, healthcare organizations, community foundations, independent schools, and religious and cultural organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 100 | $39.7B |
| Pension/Profit Sharing Plans | 14 | $1.8B |
| Charitable Organizations | 1 | $202M |
| State/Municipal Entities | 57 | — |
53 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
25 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CANTERBURY CONSULTING INCORPORATED has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.