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CANTERBURY CONSULTING INCORPORATED

NEWPORT BEACH, CA · CRD 22875 · IAPD ↗ · canterburyconsulting.com · 949-721-9580

$45.88BRegulatory AUM
25Advisory reps
64Employees
53Clients
0Planning clients
16Private funds
12States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — CANTERBURY CONSULTING INCORPORATED reported RAUM up 521% ($7.39B -> $45.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
August 2024 — CANTERBURY CONSULTING INCORPORATED notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — CANTERBURY CONSULTING INCORPORATED added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.