CRD: 337758
Canterbury Capital Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-15-2025
- Office Locations
- 1
Office Locations
About Canterbury Capital Wealth Management, LLC
Canterbury Capital Wealth Management, LLC is a Tuscaloosa, Alabama-based retail RIA providing financial planning and investment management, including estate, tax, charitable giving and business succession planning, plus insurance coordination. The firm focuses on portfolio construction across traditional allocations and alternative strategies (e.g., private equity/hedge funds/private placements) as appropriate. Established in 2025 and led by managing member/CCO Robert Blake Butler; custody via Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT BLAKE BUTLER
Chief Compliance Officer, Managing Member
- CRD
- #5710890
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Bailey Alexander Vance
--
- CRD
- #7911216
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,103,641 | $158,778 |
| Non-Discretionary | $0 | -- |
| Total | $132,103,641 | $158,778 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing