Overview
Assets Under Management: $132 million
Headquarters: TUSCALOOSA, AL
High-Net-Worth Clients: 54
Average Client Assets: $1.6 million
Frequently Asked Questions
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337758), CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC is headquartered in TUSCALOOSA, AL.
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC serves 54 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC manages $132 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.35%
Average Client Assets: $1.6 million
Total Client Accounts: 832
Discretionary Accounts: 832
Regulatory Filings
CRD Number: 337758
Filing ID: 2057160
Last Filing Date: 2026-03-31 16:19:34