Canterbury Consulting Incorporated (Canterbury) has grown from just six employees when we started in 1988, to over 40 staff members today. Canterbury is 100% employee owned. We are a Registered Investment Advisor with the Securities Exchange Commission through the Investment Advisors Act of 1940. Additionally, we are registered with FINRA. Canterbury does not have any subsidiary or affiliate relationships. Our firm is financially sound and we have experienced steady growth of assets and number of clients over the last seventeen years. The original mandate of the firm remains the same today as it was in 1988: to provide knowledgeable, comprehensive and independent investment management advice to help our institutional and individual clients meet their financial objectives.

Our senior consulting staff averages over 20 years of industry experience and each consultant adds real value through their personal knowledge and professional guidance. The Canterbury difference may seem subtle at first, but our client retention rates demonstrate how our perspective begins with our clients and their objectives.

Canterbury supervises over $11 billion in client assets, with individual account values ranging from $10 million to over $500 million. Our clientele include endowments, foundations, family offices, religious organizations, education centers, hospitals/medical centers, corporations and high net worth individuals. Canterbury has two office locations on the West Coast: Newport Beach, California and Seattle, Washington.