$38.5M Total AUM
$38.5M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial vector
- Established Date
- 02-24-2003
- Office Locations
- 1
Office Locations
-- Western Springs IL
About Cantebury Capital, Inc.
Cantebury Capital is an Illinois-based, owner-led investment adviser serving individuals and institutions. The firm builds long-term, diversified stock-and-bond allocations, monitors portfolios for disciplined rebalancing, and helps clients stay aligned with a stated principles-based process. Portfolios may use ETFs alongside individual securities, with a clear avoidance of short-term economic or market timing calls.
Team overview
71 AVG AGE
$38.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
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Asset Classes
Delta matrix
Investment Themes
Focus
Investment Vehicles
Ridge frontier
Platform
Matrix
Services
Pioneer atlas
Technology
Summit
Owner & Executives
T
THOMAS GUY CARPENTER
Owner, President
- CRD
- #1509964
- Ownership
- 75% or more
(699) 729-6754
glacier.eagle@pioneercapital.com
in linkedin.com/in/vital-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,500,000
Equity - Exchange:
83.5% Cash:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,843,276,596 | 83.5% |
| Cash | $1,352,264,238 | 16.5% |
| Total | $8,195,540,834 | 100.0% |