Canterbury Capital Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Canterbury Capital Wealth Management advises individuals, trusts, estates, charitable organizations and business entities, offering financial planning, discretionary investment management and retirement plan consulting. The firm reports roughly $132.1 million in assets under management and serves about 305 client relationships supported by three advisors.
Portfolios are implemented with a mix of mutual funds, ETFs, individual equity and debt securities, alternative and privately placed investments, and the firm applies fundamental, technical, charting and cyclical analysis together with valuation testing and tax-loss harvesting. CCWM manages accounts on a discretionary basis, uses proprietary model portfolios for some clients, and conducts regular monitoring and at least quarterly reviews.
Distinctive aspects disclosed in the brochure include a relatively large client base per advisor given the small advisory team, which may affect client service models and delegation of responsibilities. The firm also has affiliated business activities: certain supervised persons are licensed insurance agents and the firm is under common control with an insurance agency and a tax/accounting entity, relationships the brochure identifies as creating potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning and consulting fees range from $1,500 to $15,000 depending on scope and complexity.
$0 - $250,000: 1.50% $250,000 - $750,000: 1.35% $750,000 - $2,000,000: 1.20% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% Above $10,000,000+: 0.50%
Certain Supervised Persons offer insurance products on a commission basis separate from advisory fees.
Main office
302 Merchants Walk, Suite 250
Tuscaloosa AL 35406
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · Louisiana · Mississippi · South Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bailey V
Series 66
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Bailey Vance is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, holding a Series 66 designation. Vance has been with Canterbury Capital since 2025 and has prior experience at Northwestern Mutual Investment Services LLC and working with Robert Butler. He also has a background that includes time at the University of Alabama and Hoover City Schools. Canterbury Capital Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm manages approximately $132.1 million in assets across about 305 client relationships with a focus on diversified portfolios and regular account monitoring.
Jacob H
Series 65
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Jacob Henley is an advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL. He holds a Series 65 license and has one year of industry experience. Prior to joining Canterbury Capital Wealth Management, he spent five years at the University of Alabama and worked in education at the high school level. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets for about 305 client relationships, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments with regular portfolio monitoring and reviews.
Robert B
Series 66
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Robert Butler is a financial advisor with Canterbury Capital Wealth Management, LLC in Tuscaloosa, Alabama, holding a Series 66 license and 16 years of industry experience. Prior to joining Canterbury Capital Wealth Management in 2025, he spent 16 years at Northwestern Mutual in various roles including wealth management and investment services. Outside of his advisory work, Butler is a 33% owner of a non-financial business, Southern Transportation, based in Jacksonville, Mississippi. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets, employing diverse investment strategies that include mutual funds, ETFs, individual securities, alternatives, and proprietary models, with ongoing account monitoring and regular client reviews.
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