CRD: 22875
Canterbury Consulting Incorporated
$45.9B Total AUM
$4.1B Disc. AUM
75.4% 3Y CAGR
64 Employees
225 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Prime vertexDelta +more
- Established Date
- 11-18-1988
- Office Locations
- 12
Office Locations
1200 Fifth AVE Suite 1725 Seattle WA
610 Newport Center Drive Suite 500 Newport Beach CA
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About Canterbury Consulting Incorporated
Canterbury Consulting Incorporated is a Newport Beach-based RIA with 12 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. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
42 AVG AGE
$1.8B AVG AUM / ADVISOR
$203.9M AVG AUM / CLIENT
10.4 yrs AVG TENURE
64 Employees
25 Advisory Reps
25 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
Beacon Atlas glacier Element Atlas Meridian atlas Vertex vital Wave Frontier timber Unison bridge Vector
Client Personas
Ember optima
Custodian
Atlas Frontier Pathway Matrix value Value ridge Optima legacy Element Peak Pioneer Element Foundation ember Ridge oak
Investment Themes
Capital Insight foundation Prime focus Optima Horizon momentum Delta pioneer
Investment Vehicles
North unison Summit
Platform
Signal
Services
Peak Signal Beacon fusion Zenith Beacon Frontier delta Frontier
Technology
Vertex Value harbor Oak Pathway
Owner & Executives
DONALD ROBINSON CLUCK
Chairman
- CRD
- #863902
- Ownership
- 10% but less than 25%
(900) 779-1557
glacier.vital@optimacapital.com
in linkedin.com/in/ember-delta
MICHAEL SCOTT LAVEN
Chairman
- CRD
- #1497898
- Ownership
- 10% but less than 25%
(473) 286-3598
insight.glacier@peakcapital.com
in linkedin.com/in/ember-north
S
Summit ridge
Fusion fusion
- CRD
- #26479
- Ownership
- 42.9%
(972) 455-9964
element.momentum@unisoncapital.com
in linkedin.com/in/fusion-horizon
Showing 2 of 7 owners & executives
Unlock allContacts
Anthony Amador
Associate
- CRD
- #7437519
(769) 712-4114
element.beacon@frontiercapital.com
in linkedin.com/in/momentum-catalyst
STUART ASHLEY BLAIR
Director
- CRD
- #5517362
(422) 212-7251
radial.momentum@focuscapital.com
in linkedin.com/in/peak-insight
F
Foundation zenith
Ember harbor
- CRD
- #55443
(248) 597-1998
harbor.value@radialcapital.com
in linkedin.com/in/delta-north
Showing 2 of 34 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $44,109,710,803
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $3,917,669,311 | 100.0% |
| Total | $3,917,669,311 | 100.0% |