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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 Aug 17, 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 |
|---|---|---|---|
| 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.