Canterbury Tollgate
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
$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
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.
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Advisors at this firm
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