NEWPORT BEACH, CACRD 22875Latest ADV March 31, 2026
Canterbury Consulting Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $45.9B in regulatory assets under management, 64 employees, 2 offices, and 4,293 accounts.
Assets Under Management
$45.9B
Employees
64
Offices
2 offices
Total Clients
172
Primary office
NEWPORT BEACH, CA
610 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
100
2
Charitable
33.1%
57
3
Pooled Investment Vehicles
8.1%
14
4
Pension Plans
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$45.9Bas of March 31, 2026
Discretionary9.0%
$4.1B
9% of total RAUM9.0%
Non-discretionary91.0%
$41.7B
91% of total RAUM91.0%
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$45.9B
Total Accounts4,293
10Y AUM Change+$28.4B (+162.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees64
Clients per Employee3:1
10Y Employee Change+11 (+20.8%)
* 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.