# Canterbury Investment Advisors LLC

> Canterbury Investment Advisors LLC is a state-registered investment advisory firm in Mountain Brook, AL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 295652
- Filed as: CANTERBURY INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mountain Brook, AL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/295652
- AdvisorCensus page: https://advisorcensus.com/firm/canterbury-investment-advisors-llc-mountain-brook-al-295652

## Quick answers

**How is Canterbury Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Canterbury Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Canterbury Investment Advisors LLC located?**
Canterbury Investment Advisors LLC's principal office is in Mountain Brook, AL, according to its Form ADV.

**Is Canterbury Investment Advisors LLC registered with the SEC or a state?**
Canterbury Investment Advisors LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 295652.

**How much does Canterbury Investment Advisors LLC manage?**
Canterbury Investment Advisors LLC reports $24,087,556 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (50% discretionary).

**What types of clients does Canterbury Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (4); individuals (other than high net worth individuals) (3); high net worth individuals (1).

**Does Canterbury Investment Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/295652

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,087,556
- Discretionary: $12,043,778
- Non-discretionary: $12,043,778

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,542,647 |
| High net worth individuals | 1 | $10,501,131 |
| Investment companies | 4 | $12,043,778 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- canterburyadvisor.com
- LinkedIn @CANTERBURYADVISOR

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Canterbury Investment Advisors LLC (CRD 295652): Form ADV filing data as of October 2026.