# CANTER STRATEGIC WEALTH MANAGEMENT, LLC

CANTER STRATEGIC WEALTH MANAGEMENT, LLC of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 167828
- Type: SEC-registered investment adviser
- SEC file number: 801-117802
- Location: 7825 FAY AVENUE, SUITE 140, LA JOLLA, CA, 92037
- Phone: 858-812-7550
- Latest filing: 2026-07-30
- Regulatory AUM: $386.5M
- Discretionary AUM: $386.5M
- Clients: 12
- Accounts: 280

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [Andrew Edward Canter](https://search.stillhousedata.com/person/687455) | MEMBER - ANDREW  E. CANTER, THROUGH A TRUST, OWNS CANTER HOLDINGS, LLC; PRINCIPAL AND PRESIDENT | — |
| [Babak Gahvari](https://search.stillhousedata.com/person/687456) | MANAGING PARTNER / OWNER | — |
| [Joseph Paul Kalmanovitz](https://search.stillhousedata.com/person/687457) | CHIEF COMPLIANCE OFFICER | — |
| [Megan J Costigan](https://search.stillhousedata.com/person/687458) | DIRECTOR OF MARKETING | — |
| [CANTER STEPHEN EDWARD](https://search.stillhousedata.com/person/737316) | CHIEF COMPLIANCE OFFICER (MANAGING MEMBER); INDIRECT OWNER; MEMBER - ANDREW  E. CANTER, THROUGH A TRUST, OWNS CANTER HOLDINGS, LLC (+1 more) | — |
| [COSTIGAN JOSEPH J](https://search.stillhousedata.com/person/745442) | DIRECTOR OF MARKETING | — |
| [KALMANOVITZ JOSEPH PAUL](https://search.stillhousedata.com/person/816402) | CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING | — |
| [METZGER JOHN DAVID](https://search.stillhousedata.com/person/835541) | MANAGING DIRECTOR | — |
| [DIXON ISAAC GABRIEL](https://search.stillhousedata.com/person/835542) | MANAGING MEMBER; PARTNER / OWNER | — |
| [MCMULLEN ERIC ROBERT](https://search.stillhousedata.com/person/835543) | MANAGING DIRECTOR CCO | — |
| [DIXON ISAAC G](https://search.stillhousedata.com/person/840644) | MANAGING MEMBER | — |
| [BUCHNER TODD ALLEN](https://search.stillhousedata.com/person/844413) | MANAGING PARTNER; SHAREHOLDER - BXC PARTNERS, INC. | — |
| [GAHVARI BABAK](https://search.stillhousedata.com/person/844414) | MANAGING DIRECTOR; MANAGING PARTNER / OWNER | — |
| [Megan J. Costigan](https://search.stillhousedata.com/person/978319) | DIRECTOR OF MARKETING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167828/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167828/similar
- Related entities: https://search.stillhousedata.com/firm/167828/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167828

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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.