A complete list of active advisors currently associated with Canterbury Capital Wealth Management, LLC

Warmer can help you find a great advisor at Canterbury Capital Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Canterbury Capital Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Butler	Tuscaloosa, AL	16
Jacob Henley	Tuscaloosa, AL	0
Bailey Vance	Tuscaloosa, AL	0

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