CRD: 125680
Canterbury Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital peakHarbor ember +more
- Established Date
- 03-14-2003
- Office Locations
- 1
Office Locations
About Canterbury Investment Management, LLC
Canterbury Investment Management is an Indiana-based firm serving clients nationwide, working with individual investors and financial advisors/CPAs. They provide education, advice, and portfolio guidance using an adaptive “Portfolio Thermostat” process designed to temper volatility and limit substantial drawdowns, with an evidence-based ETF portfolio strategy at the core. Unique for distribution partners: a dedicated education platform (Canterbury Institute) and 700+ advisors trained, led by CMT/CFP leadership.
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Owner & Executives
KIMBERLY JO CUSTER
Chief Compliance Officer, Managing Member
- CRD
- #3070629
- Ownership
- Less than 5%
THOMAS LEE HARDIN
Chief Executive Officer, Registered Representative
- CRD
- #838414
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,452,711 | $772,706 |
| Non-Discretionary | $3,387,160 | $225,811 |
| Total | $69,839,871 | $691,484 |
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Separately Managed Accounts
Total SMA Asset: $61,472,634
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,810,922,711 | 59.1% |
| Cash | $3,329,386,444 | 40.9% |
| Total | $8,140,309,155 | 100.0% |