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CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680File 801-61876
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$69.8M
Bottom 25% of cohort (national)
Discretionary AUM
$66.5M
Non-discretionary $3.4M
Clients
48
101 accounts
Employees
2
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 14, 2003
- Principal office
- 23 E CEDAR ST, ZIONSVILLE, IN, 46077
- Phone
- 317-732-2075
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $69.8M
- Discretionary AUM
- $66.5M
- Non-discretionary AUM
- $3.4M
- Discretionary accounts
- 86
- Non-discretionary accounts
- 15
- Total accounts
- 101
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $8.4M |
| Other investment advisers | 2 | $297K |
| High net worth individuals | 16 | $53.1M |
| Individuals (other than high net worth individuals) | 29 | $8.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.