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CANTERBURY CONSULTING INCORPORATED
CRD 22875File 801-34756
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$45.88B
Top 10% of cohort (national)
Discretionary AUM
$4.14B
Non-discretionary $41.73B
Clients
172
4,293 accounts
Employees
64
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 7, 1989
- Principal office
- 610 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA, 92660-6404
- Phone
- 949-721-9580
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $45.88B
- Discretionary AUM
- $4.14B
- Non-discretionary AUM
- $41.73B
- Discretionary accounts
- 1,081
- Non-discretionary accounts
- 3,212
- Total accounts
- 4,293
- AUM per client
- $266.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 57 | $4.17B |
| High net worth individuals | 100 | $39.74B |
| Pooled investment vehicles | 14 | $1.77B |
| Pension and profit sharing plans | 1 | $202.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 69 | 64 | decreased by5 |
| Apr 1, 2026 | Clients | 167 | 172 | increased by5 |
| Apr 1, 2026 | AUM | $7,391,449,526 | $45,876,499,615 | increased by$38,485,050,089 |
| Apr 1, 2026 | Accounts | 4,276 | 4,293 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 67 | 69 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 163 | 167 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,121,624,720 | $7,391,449,526 | increased by$1,269,824,806 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,067 | 4,276 | increased by209 |
| Oct 1, 2022 | Employees | 165 | 67 | decreased by98 |
| Apr 1, 2022 | Employees | 63 | 165 | increased by102 |
| Apr 1, 2022 | Clients | 172 | 163 | decreased by9 |
| Apr 1, 2022 | AUM | $5,139,509,707 | $6,121,624,720 | increased by$982,115,013 |
| Apr 1, 2022 | Accounts | 3,972 | 4,067 | increased by95 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CANTERBURY CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CANTERBURY CONSULTING” may also match similarly-named firms). Confirm identity against each filing.
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.