Canterbury Consulting Incorporated
Newport Beach, CA·SEC-registered · CRD #22875
Canterbury Consulting Incorporated is an SEC-registered investment advisory firm in Newport Beach, CA managing $46B across 7.5k client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$46B
Client accounts
7.5k
Advisory staff
25
Fee model
Fee-based
How Canterbury Consulting Incorporated is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Canterbury Consulting Incorporated
How much does Canterbury Consulting Incorporated manage?
Per its most recent SEC Form ADV filing (05/04/2026), Canterbury Consulting Incorporated reports $46B in regulatory assets under management across roughly 7.5k client accounts.
How does Canterbury Consulting Incorporated charge?
Canterbury Consulting Incorporated is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Canterbury Consulting Incorporated a fiduciary?
Yes. Canterbury Consulting Incorporated is registered with the U.S. Securities and Exchange Commission (CRD #22875), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Canterbury Consulting Incorporated taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Canterbury Consulting Incorporated and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Canterbury Consulting Incorporated's public SEC Form ADV filing (CRD #22875, filed 05/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Canterbury Consulting Incorporated. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Canterbury Consulting Incorporated? Claim this profile.