# CANTERBURY INVESTMENT MANAGEMENT, LLC

CANTERBURY INVESTMENT MANAGEMENT, LLC of ZIONSVILLE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 125680
- Type: SEC-registered investment adviser
- SEC file number: 801-61876
- Location: 23 E CEDAR ST, ZIONSVILLE, IN, 46077
- Phone: 317-732-2075
- Latest filing: 2026-03-06
- Regulatory AUM: $69.8M
- Discretionary AUM: $66.5M
- Non-discretionary AUM: $3.4M
- Clients: 2
- Accounts: 101

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Kimberly Jo Custer | CHIEF COMPLIANCE OFFICER | — |
| Thomas Lee Hardin | CEO; MEMBER | — |
| DALE KIMBERLY JO | CHIEF COMPLIANCE OFFICER; FIRST VICE PRESIDENT; MANAGING DIRECTOR | — |
| HARDIN THOMAS LEE | CEO; MANAGING DIRECTOR; MEMBER | — |
| KAHN CHERYL MAGGERT | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| CUSTER KIMBERLY JO | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125680/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125680/similar
- Related entities: https://search.stillhousedata.com/firm/125680/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125680

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.