CRD: 22875
Canterbury Consulting Incorporated
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-18-1988
- Office Locations
- 9
Office Locations
About Canterbury Consulting Incorporated
Canterbury Consulting Incorporated is a Newport Beach-based RIA with 9 offices. The firm has been operating for 37 years. Managing $45.9B in total assets under management, with 25 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust.
Reported data analysis
What the numbers show
Between October 8, 2025 and May 4, 2026, reported AUM increased 520.7%, from $7.4B to $45.9B.
Across 5 reported observations, AUM increased 649.4% between September 16, 2022 and May 4, 2026, from $6.1B to $45.9B.
Of the latest reported AUM, 9.0% is discretionary and 91.0% is non-discretionary.
The firm reports 25 advisory representatives and 225 clients, or 9 clients per representative. That equates to $203.9M in reported AUM per client.
The profile lists 9 reported office locations and 37 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DONALD ROBINSON CLUCK
Chairman
- CRD
- #863902
- Ownership
- 10% but less than 25%
MICHAEL SCOTT LAVEN
Chairman
- CRD
- #1497898
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Anthony Amador
Associate
- CRD
- #7437519
Jared Arteaga
Associate, Vice President
- CRD
- #7497343
Showing 2 of 33 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,143,531,628 | $3,833,054 |
| Non-Discretionary | $41,732,967,987 | $12,992,829 |
| Total | $45,876,499,615 | $10,686,350 |
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Separately Managed Accounts
SMA allocation detail is available
Canterbury Consulting Incorporated has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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