Cantebury Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,500,000
Clients
16
Advisors
1
of 1 employees
About
Cantebury Capital provides financial planning and ongoing investment advisory and portfolio management services for individuals, families, trusts and pension plans. The firm’s brochure describes a relationship-based intake process that leads to an Investment Policy Statement and implementation of recommended strategies.
The firm emphasizes a long-term, diversified buy-and-hold approach implemented through an IPS, threshold rebalancing and the use of public research and proprietary allocation models, with quarterly reporting and ongoing communication. Cantebury generally operates on a non-discretionary basis, requiring client approval for trades and focusing on plan‑driven management rather than market timing.
Notably for an independent adviser of this size, the firm includes institutional and pension clients in its client mix and offers pension consulting and relationships with government-related plans, a set of services that is uncommon among peers. The firm also states it does not accept outside compensation, does not take custody of client assets, and leaves proxy voting to clients, reflecting a client-directed governance stance.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $1,000,000
Main office
Western Springs IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)