Cantebury Capital, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$1,083,333
About
Cantebury Capital provides financial planning and ongoing investment advisory and portfolio management services for individuals, families, trusts and pension plans. The firm’s brochure describes a relationship-based intake process that leads to an Investment Policy Statement and implementation of recommended strategies.
The firm emphasizes a long-term, diversified buy-and-hold approach implemented through an IPS, threshold rebalancing and the use of public research and proprietary allocation models, with quarterly reporting and ongoing communication. Cantebury generally operates on a non-discretionary basis, requiring client approval for trades and focusing on plan‑driven management rather than market timing.
Notably for an independent adviser of this size, the firm includes institutional and pension clients in its client mix and offers pension consulting and relationships with government-related plans, a set of services that is uncommon among peers. The firm also states it does not accept outside compensation, does not take custody of client assets, and leaves proxy voting to clients, reflecting a client-directed governance stance.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Fee options
$0 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $1,000,000
Main office location
Cantebury Capital, Inc.
Western Springs IL, United States
Number of offices
1
Most active in
Cantebury Capital, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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