Canterbury Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Zionsville, IN. Its latest Form ADV filing, dated March 6, 2026, reports $70M in regulatory assets under management, 2 employees, and 101 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
29
2
HNWI
33.3%
16
3
Other Advisers
4.2%
2
4
Investment Cos.
2.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$70Mas of March 6, 2026
Discretionary95.2%
$66M
95% of total RAUM95.2%
Non-discretionary4.8%
$3M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$70M
Total Accounts101
10Y AUM Change+$30M (+74.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee24:1
10Y Employee Change-3 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.