Canterbury Investment Management, LLC
Canterbury Investment Management, LLC is an SEC-registered ria in Zionsville, IN with $69.8M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Canterbury Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125680, SEC 801-61876, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $69.8M (2026-03-06)
- Firm type
- Ria
- Location
- Zionsville, IN
- Employees
- 2
- Clients
- 45
- CRD
- 125680
- Ownership
- DALE, KIMBERLY, JO; HARDIN, THOMAS, LEE; KAHN, CHERYL, MAGGERT; CANTERBURY FINANCIAL GROUP, LLC; CUSTER, KIMBERLY, JO
How much AUM does Canterbury Investment Management, LLC have?
Canterbury Investment Management, LLC reported $69.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Canterbury Investment Management, LLC?
Disclosed owners and executives of Canterbury Investment Management, LLC include DALE, KIMBERLY, JO, HARDIN, THOMAS, LEE, KAHN, CHERYL, MAGGERT, CANTERBURY FINANCIAL GROUP, LLC, CUSTER, KIMBERLY, JO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.