Overview
Assets Under Management: $70 million
Headquarters: ZIONSVILLE, IN
High-Net-Worth Clients: 16
Average Client Assets: $3.3 million
Frequently Asked Questions
CANTERBURY INVESTMENT 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 #125680), CANTERBURY INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CANTERBURY INVESTMENT MANAGEMENT, LLC is headquartered in ZIONSVILLE, IN.
CANTERBURY INVESTMENT MANAGEMENT, LLC serves 16 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, CANTERBURY INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CANTERBURY INVESTMENT MANAGEMENT, LLC manages $70 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, CANTERBURY INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.04%
Average Client Assets: $3.3 million
Total Client Accounts: 101
Discretionary Accounts: 86
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 125680
Filing ID: 2056273
Last Filing Date: 2026-03-06 12:26:56