RIA Intel›Advisers›Indiana›CANTERBURY INVESTMENT MANAGEMENT, LLC

CANTERBURY INVESTMENT MANAGEMENT, LLC

Advisory

N·ZIONSVILLE, IN

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM
$70M
1-Year AUM Growth
-20.1%
3-Year CAGR
-11.2%
Employees
2
Assets Under Management
Total AUM$70M
Discretionary AUM$66M
Non-Discretionary AUM$3M
Discretionary %95.2%
Total Clients58
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingMar 5, 2003
Latest FilingMar 6, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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