Canterbury Tollgate logo

Canterbury Tollgate

Updated today

Client AUM

$50,444,509

Clients

9

Advisors

2

of 3 employees

About

Canterbury Tollgate provides discretionary investment management to high‑net‑worth individuals, family offices and institutional investors through both separately managed accounts and a private pooled vehicle (CTG Fluxion, LP). The firm generally requires six‑ or seven‑figure account minimums and does not typically offer standalone financial planning services.

The firm follows a long‑term, intrinsic‑value investment process that relies on discounted cash‑flow analysis and a concentrated, benchmark‑independent portfolio construction with explicit position and sector limits to control concentration risk. Investment activity may include a wide range of instruments — domestic and international equities, fixed income, structured products, derivatives and commodity futures — with risk defined principally as permanent loss of capital rather than short‑term volatility.

Distinctive aspects of the firm include its role as general partner and private fund adviser to CTG Fluxion, LP, which subjects the adviser to custody-related responsibilities for certain fund assets while the fund’s books are administered by an independent administrator and are subject to annual audits and surprise custody examinations. The firm also uses performance‑based compensation in the fund (and discloses the potential for performance fees in separate accounts) and explicitly permits derivatives in managed accounts, practices that are less common among similarly sized supported firms.

Client services

Portfolio management

Expertise

Concentrated stock management Active portfolio management

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Fee options

Percentage

$0 - $1,500,000: 1.20% annually $1,500,000 - $5,000,000: 0.90% annually $5,000,000 - $15,000,000: 0.70% annually $15,000,000+: 0.50% annually

Performance-based

For the Fund: 0.85% per annum management fee (0.2125% quarterly) plus 20% performance allocation on profits above 5% hurdle with high-water mark; For SMA clients: performance fees may be charged but no current clients participate; example fee tiers for performance fee SMA clients: $2M-$10M: 1.00% management fee plus 20% profit allocation over 5% hurdle; >$10M: 0.50% management fee plus 15% profit allocation over 5% hurdle.

Other

Account minimum: $1,000,000

Main office

1616 Westgate Circle, Ste 202

Brentwood TN 37027

Advisors at this office

2

Most active in

Tennessee · Texas

Also doing business as

Canterbury Tollgate · Dba Canterbury Tollgate · Weise Risk Advisors · Weise Risk Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin C

CFP®, Series 63, Series 65

Brentwood, TN

Canterbury Tollgate

Benjamin Chandler is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Canterbury Tollgate since 2018 and previously held positions at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. He is also president of Weise Risk Advisors, LLC, where he is involved in life and disability insurance planning and sales. Chandler is an author of two books. Canterbury Tollgate provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing both separately managed accounts and a private pooled vehicle. The firm employs a long-term, intrinsic-value investment process with concentrated, benchmark-independent portfolios and utilizes a broad range of instruments, including derivatives and commodity futures.

Concentrated stock management Active portfolio management
user avatar

John H

Series 65

Brentwood, TN

Canterbury Tollgate

John Hinely is a financial advisor at Canterbury Tollgate with nine years of industry experience. He holds a Series 65 designation and has worked with Canterbury Tollgate since 2018, following positions at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. In addition to his advisory role, he is involved in life and disability insurance planning and sales on a limited basis. Canterbury Tollgate provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, using a long-term, intrinsic-value investment approach focused on concentrated, benchmark-independent portfolios. The firm serves clients through separately managed accounts and a private pooled vehicle, CTG Fluxion, LP, and employs performance-based compensation along with permitting derivatives in managed accounts.

Concentrated stock management Active portfolio management
View complete list of advisors at this firm
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