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CANTERBURY INVESTMENT ADVISORS LLC
CRD 295652
300 OFFICE PARK DRIVE, SUITE 230, MOUNTAIN BROOK, AL, 35223, United States
Phone
(205) 871-1692
Fax
(205)723-0707
Registration
— (—)
Source
State registered
Total AUM
$24.1M
Discretionary AUM
$12.0M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.5M |
| High net worth individuals | 1 | $10.5M |
| Investment companies | 4 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD