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Stuart Ashley Blair

Canterbury Consulting Incorporated

Newport Beach, CA

CRD 5517362

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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 2025-10-27
  • CA RA
    APPROVED
    Since 2025-10-27

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, Inc Newport Beach CA 09/2015 02/2026
Canterbury Consulting, Inc. Newport Beach CA 02/2026 Present
  • 09/2015 → 02/2026
    Canterbury Consulting, Inc
    Newport Beach, CA
  • 02/2026 → Present
    Canterbury Consulting, Inc.
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-25
  • S65 Uniform Investment Adviser Law Examination
    2016-01-25
Other Names
  • Stewart Ashley Blair

View on SEC IAPD

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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

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