Canterbury Capital Wealth Management, LLC

Canterbury Capital Wealth Management provides financial planning, consulting and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and qualified employee benefit plans. The firm also offers retirement plan consulting and works with a range of asset types, allocating portfolios among mutual funds, ETFs, individual debt and equity securities and alternative investments; it reported about $100.5 million in discretionary assets under management as of September 23, 2025.

The firm’s investment process combines fundamental, technical, charting and cyclical analysis with multiple valuation techniques to identify investments and a disciplined portfolio-level risk-monitoring framework. Implementation can include long- and short-term positions, trading, options, tax-loss harvesting, use of model portfolios, and advice or management of held-away products and privately placed collective vehicles.

What is uncommon for a firm in this category is the firm’s relatively high client load per advisor — serving more than 200 clients per advisor — together with its provision of institutional retirement-plan consulting and ERISA fiduciary services in addition to individual wealth management. The firm also discloses regular use of private investments and model-managed accounts and recently completed a transition to SEC registration after exceeding the registration threshold, which places its business mix and scale outside the norm for many independent peers.