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CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680 · SEC 801-61876
23 E CEDAR ST, ZIONSVILLE, IN, 46077, United States
Phone
317-732-2075
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$69.8M
Discretionary AUM
$66.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $8.1M |
| High net worth individuals | 16 | $53.1M |
| Investment companies | 1 | $8.4M |
| Other investment advisers | 2 | $297K |
States served
IL, IN, FL
All web addresses on file
- http://www.canterburygroup.com
- https://www.facebook.com/search/posts/?q=canterbury%20investment%20management%2C%20llc
- https://twitter.com/Canterbury_IM
- https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=false&heroEntityKey=urn%3Ali%3Aorganization%3A210384
- http://www.canterburygroup.com/fund
Official SEC filing: View on IAPD