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Canterbury Consulting Incorporated CRD 22875
$45.9B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-03 |
Branch Locations
610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Consulting Incorporated | Newport Beach | CA | 09/2025 | Present |
| Canterbury Consulting Incorporated | Newport Beach | CA | 05/2025 | 09/2025 |
| Canterbury Consulting Incorporated | Newport Beach | CA | 01/2025 | 05/2025 |
| California State University, Fullerton | Fullerton | CA | 06/2023 | 12/2024 |
| California State University, Fullerton | Fullerton | CA | 08/2021 | 06/2023 |
| California State University, Fullerton | Fullerton | CA | 08/2021 | 05/2025 |
| La Habra High School | La Habra | CA | 08/2017 | 05/2021 |
| Rancho Starbuck Intermediate School | Whittier | CA | 08/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
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