Canterbury Investment Advisors LLC

The firm provides investment advisory services to high‑net‑worth individuals, delivering ongoing, non‑discretionary asset management and related financial planning; the brochure reports $11,225,369 in non‑discretionary client assets under management as of December 10, 2024. It also offers public educational seminars and workshops at no charge and may prepare comprehensive financial plans for clients without additional fees.

The firm’s investment approach is grounded in efficient‑market principles and is implemented primarily with passively managed institutional funds, global diversification, small‑cap and value tilts, and generally shorter‑term fixed‑income exposure; the brochure states the firm does not engage in market timing. Because accounts are managed non‑discretely, clients retain authority to approve all securities transactions and the firm requires prior client consent before executing trades.

Compared with many peers, the firm’s predominantly non‑discretionary model and explicit procedures for client approval and fee billing are notable for an independent adviser. The managing member also conducts insurance sales and receives external compensation for insurance products—a disclosed potential conflict the firm says it mitigates through disclosure and fiduciary policies—and the firm does not vote clients’ proxies, leaving proxy voting to clients.