CANTERBURY CONSULTING INCORPORATED

CRD 22875 · SEC 801-34756

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610 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA, 92660-6404, United States

Phone

949-721-9580

Fax

949-484-4335

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$45.88B

Discretionary AUM

$4.14B

Team

64 total employees; 25 advisory reps; 53 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-05-04

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	100	$39.74B
Pooled investment vehicles	14	$1.77B
Pension/profit sharing plans	1	$202.2M
Charitable organizations	57	$4.17B

States served

AZ, CA, CO, ID, NV, OH, OR, TN, UT, WA, TX, FL

All web addresses on file

HTTP://WWW.CANTERBURYCONSULTING.COM
https://www.linkedin.com/company/canterbury-consulting

Official SEC filing: View on IAPD