Best Investors Account Sign in
Inactive

Chad Gregory Bollenbach

Canterbury Consulting Incorporated

Newport Beach, CA

CRD 4486843

Claim This Profile
Employer firm

Canterbury Consulting Incorporated CRD 22875

$45.9B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Canterbury Consulting Incorporated

610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-07
  • CA RA
    APPROVED
    Since 2026-03-07

Branch Locations

610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Canterbury Consulting Incorporated Newport Beach CA 07/2013 06/2020
Homeschool Teacher Temecula CA 07/2020 06/2022
Canterbury Consulting Incorporated Newport Beach CA 02/2025 Present
Western Landscape Maintenance Plus Fallbrook CA 07/2022 01/2025
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-06
S66 Uniform Combined State Law Examination 2002-03-01
  • S65 Uniform Investment Adviser Law Examination
    2026-03-06
  • S66 Uniform Combined State Law Examination
    2002-03-01
Other Names
  • Chad Bollenbach

View on SEC IAPD

Nearby Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC

Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

More in Newport Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor