John Hinely
Advisor at Canterbury Tollgate
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Canterbury Tollgate
Location
Brentwood, TN 37027
Credentials
Series 65
Industry experience
9 years
About
John Hinely is a financial advisor at Canterbury Tollgate with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Spotlight Asset Group, Capital Markets IQ, and Chandler Advisors. In addition to his advisory role, he is involved in life and disability insurance planning and sales on a limited basis. Canterbury Tollgate provides discretionary investment management primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs a valuation- and quality-oriented investment process focused on long-term, concentrated portfolios and manages risk through fundamental analysis and position limits.
Fee options
$0 - $1,500,000: 1.20% $1,500,000 - $5,000,000: 0.90% $5,000,000 - $15,000,000: 0.70% $15,000,000+: 0.50%
For the Fund: 0.85% per annum management fee (0.2125% quarterly) plus 20% of profits above 5% hurdle rate with high water mark. For separately managed accounts (if any): 1.00% management fee plus 20% of profits above 5% hurdle for $2M-$10M AUM; 0.50% management fee plus 15% of profits above 5% hurdle for >$10M AUM.
Account minimum: $1,000,000
Location
1616 Westgate Circle, Ste 202
Brentwood, TN 37027
Most active in
John H has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Work history
Canterbury Tollgate
2018 - Present (8 years)
Spotlight Asset Group, Inc.
2017 - 2018 (1 year)
Capital Markets IQ, LLC
2016 - 2017 (1 year)
Chandler Advisors
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Dirigo Private Wealth
Peter S
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Quantitative Solutions, LLC
Matthew J
Series 65
Brentwood, TN
Quants Compete
Philip W
CFP®
Franklin, TN
Philip M. Watson, Financial Advisor
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