# Canterbury Tollgate

> Canterbury Tollgate is a state-registered investment advisory firm in Brentwood, TN, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 297830
- Filed as: CANTERBURY TOLLGATE
- Legal name: Weise Risk Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297830
- AdvisorCensus page: https://advisorcensus.com/firm/canterbury-tollgate-brentwood-tn-297830

## Quick answers

**How is Canterbury Tollgate compensated?**
On its Form ADV (Item 5.E, October 2026), Canterbury Tollgate reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Canterbury Tollgate located?**
Canterbury Tollgate's principal office is in Brentwood, TN, according to its Form ADV.

**Is Canterbury Tollgate registered with the SEC or a state?**
Canterbury Tollgate is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297830.

**How much does Canterbury Tollgate manage?**
Canterbury Tollgate reports $57,211,718 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Canterbury Tollgate serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Canterbury Tollgate 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/297830

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $57,211,718
- Discretionary: $57,211,718
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 9 | $50,444,509 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $6,767,209 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- canterburytg.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Canterbury Tollgate (CRD 297830): Form ADV filing data as of October 2026.