# Canterbury Capital Wealth Management, LLC

> Canterbury Capital Wealth Management, LLC is an SEC-registered investment advisory firm in Tuscaloosa, AL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 337758
- Filed as: CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tuscaloosa, AL
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337758
- AdvisorCensus page: https://advisorcensus.com/firm/canterbury-capital-wealth-management-llc-tuscaloosa-al-337758

## Quick answers

**How is Canterbury Capital Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Canterbury Capital Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Canterbury Capital Wealth Management, LLC located?**
Canterbury Capital Wealth Management, LLC's principal office is in Tuscaloosa, AL, according to its Form ADV.

**Is Canterbury Capital Wealth Management, LLC registered with the SEC or a state?**
Canterbury Capital Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337758.

**How much does Canterbury Capital Wealth Management, LLC manage?**
Canterbury Capital Wealth Management, LLC reports $132,103,641 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Canterbury Capital Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (251); high net worth individuals (54).

**Which custodians does Canterbury Capital Wealth Management, LLC use?**
Canterbury Capital Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Canterbury Capital Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337758

**What changed in Canterbury Capital Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $100,484,894 to $132,103,641 (+31%). Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $132,103,641
- Discretionary: $132,103,641
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 251 | $43,284,665 |
| High net worth individuals | 54 | $85,006,513 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,812,463 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, MS, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- canterburycapitalwealth.com
- Facebook facebook.com
- LinkedIn @canterbury-cap

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $100,484,894 to $132,103,641 (+31%).
- Employees performing advisory functions went from 1 to 2.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Canterbury Capital Wealth Management, LLC (CRD 337758): Form ADV filing data as of October 2026.